Listen to Rob's informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial Click here
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A Trump administration rule that went into effect at the beginning of the year is requiring hospitals to reveal publicly for the first time what they charge for their services....
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Listen to Rob's informative interview with Gary Heldt on episode 30 |Rob Schulz: Founder & President of Schulz Wealth Click here
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All too often, people make investment decisions based upon their political concerns. Sure, policymakers can make changes to things like our taxes, minimum wage, and other regulations that affect our...
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“I don’t mind paying income taxes, but it’s not my favorite thing either. It’s such a strange process. Every other bill I pay is pretty cut and dry. I get…
Two weeks ago, I got a call from one of my clients. He owns almost 40,000 shares in an unknown local technology company that he bought from the founder many...
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Listen to Rob's informative interview with Shanta Generally on Episode 113 | Thoughts on Things Financial. Click here
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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...
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“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...
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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...
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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...
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I have had deep and detailed financial discussions with most of my clients during our current pandemic crisis. Some are having the most successful years of their lives while others...
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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...
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Let's think back to the third quarter of 2019. We are sitting in an investment strategy meeting and all of the sudden a tip from the future comes in. “Over...
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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…
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...
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Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax...
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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...
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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...
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In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...
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We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...
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In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has...
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It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a...
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For almost everyone in investing, there are two main risks: 1. The Risk of Losing Money 2. The Risk of Losing the Opportunity to Make Money Of these two risks,...
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