Rob Schulz

Nov 17

1

What Is A Roth Conversion And Why Do I Care?

By Rob Schulz | Financial Planning, Investing

I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars...

Oct 16

1

Investing: The Long Game

By Rob Schulz | Financial Planning, Investing

“What’s one thing you wish you knew about investing when you were 20?” I was asked this question as a guest on a recent podcast. My answer? “I wish I...

Oct 16

1

Thoughts on Housing

By Rob Schulz | Financial Planning, Investing

Our mortgage loan officer told us what we qualified for and I couldn’t help myself as I burst out laughing. Shelly whacked me on the leg under the big conference...

Sep 28

1

Is Tax Advantaged Really Tax Advantaged?

By Rob Schulz | Financial Planning, Investing

This is going to sound crazy, but maybe you should not be taking advantage of your 401(k). Maybe you should go ahead and pay taxes on your investments now, not...

Sep 10

1

The Greatest Story Ever Told (About Money)

By Rob Schulz | Financial Planning, Investing

Check out this fun excerpt from my latest book for your reading enjoyment. I used to tell this story to 401(k) participants in enrollment meetings. It’s a real conversation I...

Aug 25

0

The 7 Steps to Personal Financial Success

By Rob Schulz | All, Budgeting, Financial Planning

I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by…

Aug 19

0

Is Your 401(k) Enough? Probably Not.

By Rob Schulz | Financial Planning, Investing

In working with successful clients, I’m reminded often that just maxing out your 401(k) rarely cuts it. For most of the families we work with, it takes more than just...

Jul 22

0

The Death of Bonds?

By Rob Schulz | Financial Planning, Investing

The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down...

Jul 21

0

Why is the Market so Hot in the Middle of a Pandemic?

By Rob Schulz | All

What's The Market Got To Do With It?

Jul 15

0

What’s The Market Got To Do With It?

By Rob Schulz | Financial Planning, Investing

Many of the conversations I’ve had recently about the stock market have revolved around the question “why” as in, “why is the NASDAQ hitting record highs in the middle of...

Rob Schulz

What Is A Roth Conversion And Why Do I Care?

Investing: The Long Game

Thoughts on Housing

Is Tax Advantaged Really Tax Advantaged?

The Greatest Story Ever Told (About Money)

The 7 Steps to Personal Financial Success

Is Your 401(k) Enough? Probably Not.

The Death of Bonds?

Why is the Market so Hot in the Middle of a Pandemic?

What’s The Market Got To Do With It?

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