There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…
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…
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…
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….
It’s 3 o’clock in the morning and I’m worried. Last week, the markets were down hard, with the S&P 500 going from positive double digit territory at the end of…
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…
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…
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…
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…
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),…
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