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Budgeting

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…

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Nov 13
0

Bucket #3: Retirement Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…

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Nov 06
0

Bucket #2: Strategic Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…

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Nov 01
0

Bucket #1: Savings

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….

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Oct 23
0

Your Money From a Different Perspective

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…

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Dec 01
0

Making Your List, Checking it Twice – Holiday Budgeting Tips

By Rob Schulz | All, Budgeting, Financial Planning

Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…

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Sep 27
0

Maximizing the Benefits of Health Savings Accounts

By Rob Schulz | All, Budgeting, Financial Planning, Health, Investing

At this point, just about everyone seems to be enrolled in a high deductible Health Savings Account (HSA) compatible health plan. The escalating costs of healthcare are astounding. I was…

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Aug 21
0

Align Spending with Values

By Rob Schulz | All, Budgeting, Financial Planning

I have the opportunity to review client spending patterns regularly, and it’s one of the most important exercises in our client process. Very few of us voluntarily want to discuss…

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Aug 10
0

Making Good Housing Choices

By Rob Schulz | All, Budgeting, Financial Planning

For many of us, our house represents a significant portion of our net worth and mortgage payments dominate our monthly cash flow obligations. Therefore, the way we purchase and finance…

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Mar 02
0

Automatic Saving May Be Better Than Intentional Budgeting

By Rob Schulz | Budgeting, Financial Planning

We’ve had some great budgeting discussions with some our clients recently. If you work with us, you know we regularly update cash flow statements. Knowing your “burn rate”, as we…

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    © 2021 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

    • About Us
      • Meet the Team
      • In The Community
      • FAQs
    • Services
    • My Account
      • Blueleaf
      • Betterment
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    • Blog
    • Contact Us