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Jan 09
0

Thoughts on College

By Rob Schulz | All, Financial Planning, Kids & Money

                      Sometimes we do things just because we think we’re supposed to. Getting a college education can definitely fall into…

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Dec 23
0

Giving Gone Wild

By Rob Schulz | All, Financial Planning

I love Christmas. I love all of the Christmas music, getting together with friends and family, and of course giving and receiving Christmas gifts. However; the gifting tradition intrigues me…

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Oct 30
0

Pumpkins and Planning

By Rob Schulz | All, Financial Planning

It is pumpkin carving time at The Schulz house. My youngest daughter is old enough to carve on her own and the other night we prepared for the annual ritual…

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Jul 15
0

6 Easy Mid-year Steps to a Better 401(k)

By Rob Schulz | All, Financial Planning, Retirement/401(k)

As a plan sponsor, many of the important administrative tasks associated with your plan’s operation happen behind the scenes with your vendors. Because of this, sometimes it’s easy to be…

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Jun 27
0

Cashing Out in an Up Market

By Rob Schulz | All, Investing

For most of my career in private wealth management, one of the greatest challenges has been maintaining client sell discipline in a down market.  Interestingly, I rarely hear a peep…

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Feb 07
0

Values: A Key Ingredient for Success

By Rob Schulz | All, Financial Planning

I recently read about Vince Young’s Bankruptcy Filing “From 25.7 million guaranteed to Chapter 11”. Like most people, it amazes me every time I see something like this. At the…

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Jan 24
0

ROTH 401(k): Underutilized and Misunderstood

By Rob Schulz | All, Financial Planning, Retirement/401(k)

It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions.  Most employers by now have amended their plans to allow these contributions but…

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Jan 17
0

Picking Stocks: Sound Fun? Think Again

By Rob Schulz | All, Investing

My dad was a Stockbroker for many years before he went to work with my grandad in the newspaper business. He had played the game, knew the rules, and explained…

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Jan 13
0

Thoughts on Retirement Income

By Rob Schulz | All, Financial Planning, Retirement/401(k)

As you get closer to Financial Independence Day (the day you start taking money out of your retirement accounts), the reality of what was an intangible concept for so many…

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Jan 13
0

Great Article I Found on Financial Habits

By Rob Schulz | All, Budgeting

I love this article by Mikey Rox on Wise Bread called 10 Habits of Financially Happy People (click on the link to read the article). Mikey used the word “happy”…

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