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Oct 16
0

Start Investing Today- Your Future Self Will Thank You

By Austin Smith | All, Financial Planning, Investing, Kids & Money

  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…

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Sep 20
0

The “Free Lunch” Theory As It Relates To Annuities

By Rob Schulz | All, Investing

The TINSTAAFL theory is an informal favorite rule among many economists and financial planners like me. TINSTAAFL stands for “There is no such thing as a free lunch”, and means…

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Sep 04
0

401(k): Financial Planning is the Answer

By Rob Schulz | All

From time to time, I find myself roaming the country, assisting a corporate client in their desire to assess and improve the retirement readiness of their workforce. Normally, personal clients…

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May 21
1

Stay Invested, My Friends

By Rob Schulz | All, Investing

Great post by Austin Smith!   Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….

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May 19
0

You Want Financial Independence? Here’s the First Step

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

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…

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May 16
0

Calling It: The Exciting Day When Financial Independence Just Happens.

By Rob Schulz | All, Financial Planning

“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…

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May 10
0

A Life Lived

By Rob Schulz | All, Financial Planning

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…

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May 01
0

The Power of Long Term Investment Returns

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

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…

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May 01
1

How your money can work for your future- Be an Amy, not an Adam!

By Austin Smith | All, Financial Planning, Investing, Kids & Money, Retirement/401(k)

  When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…

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Apr 07
0

Point the Ship in the Right Direction

By Rob Schulz | All, Financial Planning

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…

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