Skip to content
Schultz Financial Group Inc.
  • Home
  • Our Approach
    • Overview
    • Wealth Management & Financial Planning
    • Investment Management
    • Family Office
  • About
    • About SFG
    • Team
    • Who We Serve
    • Our Fees
  • Resources
    • SFG Reports
    • Blog
    • SFG Library
    • Webinar
    • FAQs
  • Contact
  • Client Log In
  • Schedule a Meeting

Author: Alyssa Dalbey

Profile picture of Alyssa Dalbey

Posts by Alyssa Dalbey

Exploring Art Virtually

Posted on March 25, 2021 (January 31, 2023)

One of the most engaging ways to experience history and learn about different cultures is through art. Artists utilize their work to tell stories and share experiences. Visiting an art museum is an interactive and fun way to experience something new for both adults and children. Research suggests that children who engage with original works

Posted in Intellectual Engagement

Cyber Risk: Pre- and Post-Breach Tips for Family Offices

Posted on March 25, 2021 (October 5, 2021)

Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both

Posted in Cybersecurity, Financial Matters

Protecting Against Online Fraud and Phone Scams

Posted on February 24, 2021 (January 31, 2023)

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

Posted in Cybersecurity, Financial Matters

Estate Planning: A New Perspective

Posted on February 1, 2021 (January 31, 2023)

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

Posted in Estate Planning, Financial Matters

Estate Planning for Digital Assets

Posted on September 22, 2020 (January 23, 2022)

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

Posted in Estate Planning, Financial Matters

Spend, Save, and Give: A Lesson of Three Jars 

Posted on August 25, 2020 (January 23, 2022)

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

Posted in Family Office, Financial Matters

Posts navigation

  • «
  • 1
  • …
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • 15
  • »

Financial Matters
Intellectual Engagement
Physical Well-being
Psychological Space

Featured on NASDAQ

NASDAQ publishes industry news and insights on its website. Schultz Financial Group ("SFG") is a contributor and submits articles and blog posts for publication. NASDAQ and SFG are not affiliated, and SFG did not provide any compensation to NASDAQ to be published on their website. Publication should not be presumed to imply and endorsement by NASDAQ or that SFG has attained a certain level of skill, training, or ability.
Schultz Financial Group Inc.

Schultz Financial Group Inc.
5190 Neil Road, Suite 450
Reno, NV 89502
(775) 850-5620
* By appointment only
Our Approach
  • Wealth Management
  • Investment Management
  • Family Office
About
  • About SFG
  • Careers
  • Team
  • Contact Us
  • Blog
  • Resources
SFG Insights

Join our email list for the latest insights and information.

Schultz Financial Group Inc. © 2026 Disclosures, Privacy Notice, & ADVForm CRS Sitemap