As many of us in the northern part of the country know, when spring’s milder weather arrives, it’s natural to open our windows and clean those neglected corners of our homes and offices. However, something we often overlook during this seasonal refresh is tidying up our digital spaces. Much like sorting through overstuffed closets or
Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Jennifer Specter, Shareholder/Chief Operations and Compliance Officer, and Alyssa Dalbey, CPWA®, CFP® and Shareholder/Wealth Manager at Schultz Financial Group (SFG) to understand how our “Four Capitals” applies to executives and business owners. Hortz: Can you explain your “Four Capitals of Wealth” planning approach? How
Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Jennifer Specter, Shareholder/Chief Operations and Compliance Officer, and Alyssa Dalbey, CPWA®, CFP® and Shareholder/Wealth Manager at Schultz Financial Group (SFG) to understand how and why SFG offers succession planning as a standard offering to their business clients. Hortz: Why do you feel your firm
Building wealth through investments is a fundamental goal for many individuals, and the stock market offers an avenue to achieve that objective. Corporate executives can receive a significant portion of their compensation in the form of equity, such as stock options, restricted stock units (RSUs), or company shares. While equity compensation can be a valuable
We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.
In the realm of equity compensation, Incentive Stock Options (ISOs) stand out as a compelling tool for employers to attract and retain talent while offering employees the opportunity to share in the growth of the company. ISOs can provide a unique blend of potential tax advantages and financial rewards, setting them apart from other types
Americans in Their 80s and 90s Are Redefining Old Age
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Dementia rates are down, recovery rates are up. Many are thriving mentally and physically deep into their later years.
Getting Bored With Your Old Products? You Don’t Have to Replace Them
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We constantly feel compelled to buy new stuff when we get bored with what we have. There’s a better way.
So, You Think You Understand Golf Handicaps? Think Again
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Golf handicaps—how they’re calculated, how they’re used, how golfers manipulate them—are a big part of the game. And often misunderstood.
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.