Schulz Financial Group

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Schulz Financial Group

Advisory services offered through Five Speed Financial Planning LLC, dba Schulz Financial Group, an SEC Registered Investment Adviser.

Insurance products and services are offered through Milestones Insurance, an affiliated company. Mary Schulz, Founder, Financial Advisor, AIF®, RICP® and SmartVestor Pro

Advisory services are offered through Five Speed Financial Planning LLC, d.b.a. Schulz Financial Group, an SEC Investment Advisor. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tole

rance, and time horizons. Investing always involves risk and possible loss of capital. Schulz Financial Group, 6849 North Oracle Road Suite 175, Tucson, AZ 85704, (520) 495-2800. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Schulz Financial Group. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

07/17/2026

Happy National Tattoo Day! Ink fades, but a well-diversified portfolio is forever!😉

Our office absolutely loves the creativity that goes into every piece of body art. Here are a couple of stories from our team:

⛳ Nick has a tattoo of the iconic Arnold Palmer Umbrella, representing his lifelong passion for golf and the special memories he shares with his high school teammates.
💍 Mary wears an "E" on her ring finger, a permanent symbol of her commitment to her husband, Ethan.
📺 Shane and his family decided to get matching family tattoos this past year of their favorite cartoon character, Trogdor the Burninator!

We would love to hear from you! Which of your tattoos means the most to you and why?
Drop a comment below and let us know your story! 👇💬

07/15/2026

Summer Financial Check-up

With the first half of the year behind us and summer in full swing, I find this time of year to be a great opportunity to do a mid-year check-in with my finances.

Most of us spend more time in our house during the summer since it is too hot to go outside. In lieu of binge watching a new series, consider doing some reconciliation accounting, and sleuth in your accounts to make sure you are not paying for services you are not using anymore!

Here are 10 often overlooked items that can have a substantial impact on your wallet:

#1 Check your tax withholding: Look at your pay stub to make sure you’re on track. If you’re not sure, use the IRS online tax withholding calculator to see if you are over or under. All you need is your most recent pay stub(s) for your household, other income information (side jobs, self-employment, investments, etc) and your 2025 tax return; hopefully you filed those already! https://apps.irs.gov/app/tax-withholding-estimator

*Results are as accurate as the information you enter.*

#2 Boost your retirement savings: Review your 401(k) or similar plan - TSP, 403(b), 457, etc. Make sure you are not leaving any “free” money on the table by missing out on your employer’s match - check with HR if you’re unsure. A financial professional can help calculate how much you are saving, and if it is enough for your future. Remember, tax-deferred savings reduce Federal taxes, so it may be beneficial to review the math to meet your long-term savings goals.

#3 Review your life insurance policies. Are they in-force? About to expire? Sufficient to provide for your loved ones? Maybe you just realized you do not have life insurance or are unsure if you even need it. Life insurance helps the people who depend on you to replace lost income and help pay off any debts such as a mortgage, student loans, or medical bills. Please click here to continue reading: https://www.schulzfinancialgroup.com/blog/summer-financial-checklist-2026

07/13/2026

Happy Blockbuster Monday! Big screens, bigger savings! 🎬

🎟️ Theaters & Savings
• Discount Days: Visit local cinemas on discount days or matinee showings. Local theaters—like AMC Theatres—offer discounted tickets on Tuesdays.
• Bulk Gift Cards: Check Costco or Sam's Club for discounted cinema gift cards .
• Subscription Models: If you plan to see several movies, consider theater subscription programs like Cinemark Movie Club or AMC Stubs A-List to beat the heat and score concessions stand discounts. (Don’t forget to cancel them when you are done!)

🍿 Your Team's Summer Watchlist
• Chloe: The highly anticipated Spider-Man Brand New Day.
• Nick: Watching the new Insidious flick.
• Brandon: The Odyssey
• Mary: Toy Story 5, Devil Wears Prada 2

Which summer blockbuster movie are you most excited about? Comment below and let us know!👇

07/10/2026

Happy National French Fry Day!🍟

Fun fact: National French Fry Day used to have a fixed date until a successful petition required it to fall on a Friday. Now it is always celebrated on the second Friday in July!

Our office is celebrating this "Fry-yay" with some Chick-Fil-A waffle fries! What restaurant has your favorite fries? Drop your go-to spot in the comments below! 🐄

Go celebrate by snagging some great deals today, such as:

• McDonald's: Get free medium fries with any $1 purchase on the McDonald's App.
• Wendy's: Get free fries of any size with a $5 purchase through the Wendy's App.
• Smashburger: Use promo code FRYDAY26 for free fries with a $1 purchase at Smashburger.

07/08/2026

So many amazing things have happened over the past couple of months and we are excited to share:

#1 We are officially an SEC Registered Investment Adviser!
#2 Meet our amazing interns from the Eller College, Chloe and Brandon!
#3 Mary's new OV Style article
#4 Logging into your accounts
#5 Monsoon Mixers!

https://www.schulzfinancialgroup.com/blog/sfg-q2-2026-updates-newsletter

07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 10. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here to help answer any questions and more information can be found at: www.trumpaccounts.gov

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🇺🇸🍔🌭

Happy Birthday, America! 🎂🎈

07/01/2026

Our Monsoon Mixers are in full swing!🏌️‍♂️⛳️

Thank you to everyone who joined us at Top Golf last week. It was great to see familiar faces and catch up with our clients at the halfway point of the year. We value these opportunities to spend quality time together & get to know our families better! 🌦️😊

Next up, Corbett’s: 🏓 July 10th & August 7th. No experience necessary - these events are designed around an afternoon of fun, food and family-friendly competition. We are looking forward to seeing you there! 🏓🎾

https://www.schulzfinancialgroup.com/events

06/29/2026

Halfway There: Your 2026 Financial Check-Up 🗓️✨

With summer officially upon us, we are already halfway through the year! As time passes, the goals you set back in January might look a little different in a new light. Life changes fast, and your financial strategy should keep up with those shifts. The middle of the year is the perfect moment to pause, reflect, and evaluate:

Are you on a path that leaves you fulfilled, or are there adjustments you need to make for a stronger finish?

Don’t wait until December to see if your financial plan is working. Small recalibrations now create major momentum for the rest of the year.

Let's make sure your plan still reflects your priorities and values.

06/26/2026

Happy 626 - National Stitch Day! Stitch is Mary's favorite Disney character and can be found:
💍 on her ring finger - she has a Stitch Wedding Ring!
🖼️ on the walls of her office - she collects original Stitch Art
🙃 on her book shelves - fun collectibles (Nicholas brought her Stitch from Disney Paris!)

Are there any Stitch Fans out there?

Address

6849 N Oracle Road, Suite 175
Tucson, AZ
85704

Website

https://www.schulzfinancialgroup.com/

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