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Financial Planning

Apr 24
3

So has some of this happened before?

By Austin Smith | Financial Planning, Investing, Security
In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping...
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Apr 15
8

We’re Never Ready but That’s Okay

By Rob Schulz | Financial Planning, Investing, Security

Were you completely prepared for this? Was your family, your business, or your investment portfolio? I know I wasn’t completely prepared. How could I have been? The current crisis is…

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Apr 02
1

My take on the CARES Act

By Austin Smith | Financial Planning, Investing, Security

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of…

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Mar 31
0

CARES Act Resource Guide in Plain English

By Rob Schulz | Financial Planning, Investing, Security

*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…

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Mar 12
0

In Case You Forgot

By Rob Schulz | Financial Planning, Investing, Security

It’s been over a decade now, and time softens even my most dramatic memories. I was in Chicago for the launch of an intensive year-long coaching program for advisors. My…

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Mar 06
0

Our Greatest Enemy isn’t a Virus, it’s Fear and Panic

By KearleyAdmin | Financial Industry Regulation, Financial Planning, Investing

There is no question that viruses are deadly and scary. According to the CDC, the regular, annual seasonal flu quietly kills somewhere between 291,000 and 646,000 people per year worldwide….

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Feb 27
0

Expect the Unexpected

By KearleyAdmin | Financial Industry Regulation, Financial Planning, Investing

There was a major selloff in the stock market this week as investors processed information about the coronavirus. As we discussed these events, Austin and I inadvertently found ourselves talking…

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Feb 06
0

Combining Traditional and Innovative Investing

By Rob Schulz | Financial Industry Regulation, Financial Planning, Investing

There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….

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Jan 16
0

Should We Live for Today or Save for Later?

By Rob Schulz | Financial Planning

A classic either/or question that comes up from time to time in client discussions. Based upon our own life experiences, we all tend to lean one way or the other…

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Dec 30
0

Planning is a Process – You Need to Know how to Adjust Your Heading

By Rob Schulz | Financial Planning

As the New Year turns I would encourage anybody who doesn’t have one, to go get a financial plan put together. But remember, just having one will not solve everything…

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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.

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