Schulz WealthSchulz WealthSchulz Wealth
  • About Us
    • Meet the Team
    • In The Community
    • FAQs
  • Services
  • My Account
    • Blueleaf
    • Betterment
  • P&L Podcast
  • Blog
  • Contact Us
Tag

wealth - Schulz Wealth - Page 3

Jun 19
0

Financial Meetings with your Kids

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

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…

Read More
Jun 12
0

Thoughts on Social Security Benefits

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

More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many retirees…

Read More
May 20
0

Bachelor of Free Swim

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

The Schulz family will be proudly in attendance at College Park Center in Arlington today for our oldest daughter’s graduation from college. One down…….three to go. Our daughter has grown…

Read More
May 08
0

Who’s the Boss?

By Rob Schulz | All, Leadership

Many years ago I was with my good friend and longtime business partner Larry McNeil when someone asked him “What’s it like being your own boss?” to which Larry replied…

Read More
May 01
0

For Entertainment Purposes Only

By Rob Schulz | All, Investing, Leadership

As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She…

Read More
Apr 24
0

5 Tips Towards a Successful Retirement

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

In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as…

Read More
Apr 17
0

We Should Try to be as Intentional and Deliberate as we Can

By Rob Schulz | All, Financial Planning

“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…

Read More
Apr 02
0

Catchin’ Perch

By Rob Schulz | All, Financial Planning

Nobody has ever accused me of being a great fisherman, but when I was seven or eight I knew how to catch perch by the bucket load. I would lie…

Read More
Mar 26
0

Life Insurance Can be a Beating

By Rob Schulz | All, Financial Planning, Insurance

Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…

Read More
Mar 20
0

6 Easy Spring Cleaning Tips for your Monthly Bank Drafts

By Rob Schulz | All, Budgeting, Financial Planning

My how things have changed. Inflation is at an all time low but our household budgets are swollen with monthly obligations that did not exist twenty years ago. It is…

Read More
Previous 1 2 3 4 5 Next

Order Rob's
New Book Today

Things Financial_3D-3

BLOG CATEGORIES

  • Administrative
  • Bucket Talk by Austin Smith
  • Health
  • Insurance
  • Video
  • Kids & Money
  • Leadership
  • Security
  • Financial Industry Regulation
  • Retirement/401(k)
  • Budgeting
  • Investing
  • Financial Planning
  • All
  • You work too hard to settle for good enough.

    Click below to learn the better way.

    Book an appointment
    schulz-wealth-tree
    Schulz Wealth
    (817) 405-4014

    1752 Broad Park Circle North, Ste 110
    Mansfield, Texas 76063

    Quick Links

    • About Us
    • Our Services
    • My Account
    • Regulatory Docs
    • P&L Podcast
    • Blog
    • Contact Us

    Quick Contact

      © 2022 Schulz Wealth. © 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. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

      • About Us
        • Meet the Team
        • In The Community
        • FAQs
      • Services
      • My Account
        • Blueleaf
        • Betterment
      • P&L Podcast
      • Blog
      • Contact Us