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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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….
How much money do we need to have to begin investing? The truth to this question is a lot less than we think. Many people I have talked to…
Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…
“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…
You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity. My hero’s lead quiet…
Shelly and I went sailing for the first time in many years this weekend. I was a little rusty. As we dodged and weaved our way through the 200 or…
Austin Smith, our newest and youngest Schulz Wealth employee, brings us this great illustration especially geared towards young people. Please share! When should you start saving for your retirement? The…
During the Haiti crisis in the mid-90’s, I was a young sailor on watch. It was a calm, quiet, typical Caribbean sunny day and we were just off the coast…
Note: This post is from our intern – Chris Ensch. Chris attended a recent Rotary meeting with me and ran into his old economics professor from High School (College Equivalency),…
