Online fraud and phone scams are a continuous threat in today’s virtual world. The Coronavirus pandemic has encouraged everyone to adapt to new technologies as a means for staying connected. However, users should be cautious about who is really on the other end of the screen or phone. Some scams target older adults by posing
Individuals may put off estate planning for several reasons. Among those reasons, few people find joy in considering their own mortality or incapacity. However, an estate plan is crucial in ensuring your assets – and your legacy – are passed appropriately to your heirs. Rather than focusing on the mortality of estate planning, focus on
Estate planning is a crucial process that plans for management and distribution of one’s estate. A modern-day estate goes beyond properties and physical assets. You must consider many different digital assets. It is important to plan for digital assets to prevent any financial or sentimental losses. Laws and regulations around data security and digital assets
Teaching children about money and wealth is not an easy task. Financial lessons are learned over time through teachable moments, family practices, and by following examples. One ritual that can help teach kids about money and wealth is the practice of Three Jars. The Three Jars Concept Each jar represents an activity: spending, saving, and
This might be the best time for you to undergo a comprehensive insurance review. With coronavirus-related shutdowns, you may find yourself spending more time at home. Perhaps you’ve had time to tackle some of your home improvement projects or you’ve completed items on your to-do list. Have you also reviewed your insurance program? Firstly, in
Schultz Financial Group and our advisors have been long-standing members of The National Association of Personal Financial Advisors (NAPFA) and attendees of NAPFA Connect. NAPFA is the country’s leading professional association of fee-only financial advisors. NAPFA hosts several conferences and events to provide continuing education to its members. However, this year the in-person conference was
Time Is Not As Limited As You Think
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A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.
Saying 'Please' and 'Thank You' to ChatGPT Costs OpenAI 'Tens of Millions of Dollars'
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When it comes to AI, apparently it's more environmentally friendly (and cost-efficient) to skip the niceties.
Nine Ways to Protect Yourself From ‘Impostor’ Voice Scams
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A secret word, a silent text message and some deep breathing can shield you from scam callers.
The Five Things You Shouldn’t Tell ChatGPT
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The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or y...
How to Avoid the Copycat Hotel Websites That Are Ripping You Off
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Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.