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Financial Matters

News and information to help improve your Four Capitals
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Family Office

The Evolving Family Office Business Model

To better understand the emerging family office business structure, Bill Hortz from the Institute for Innovation Development interviewed Alyssa Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) – an independent RIA firm since 1982 with a commitment to deepening client relationships by offering a unique integrated package of services to create a

Posted By Schultz Financial Group Inc.
July 23, 2025
Cybersecurity

Digital Spring Cleaning

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

Posted By Schultz Financial Group Inc.
May 30, 2025
Cybersecurity

Beware of DocuSign Phishing Scams: How to Spot and Avoid Them

DocuSign is a trusted platform for signing documents electronically, but its popularity also makes it a prime target for phishing scams. Cybercriminals often impersonate DocuSign to trick users into clicking malicious links or sharing sensitive information. Here’s how to spot a DocuSign phishing email and how to protect yourself. Imitation links Avoid imitation links by

Posted By Jennifer Specter
May 23, 2025
Charitable Giving

Six Charitable Giving Strategies for 2025

Charitable gifting can occur throughout the year; however, many individuals and families focus on their charitable giving in the fourth quarter as it coincides with annual tax planning. Charitable donations are tax deductible for individuals who itemize their deductions when they file their tax return. The annual deduction limit for gifts to public charities is

Posted By Alyssa Dalbey
May 21, 2025
Cybersecurity

Beware of Current Texting Scams

Texting scams, also known as “smishing” (SMS phishing), are becoming increasingly sophisticated and prevalent. Scammers use text messages to trick individuals into providing personal information, clicking on malicious links, or making payments. Here’s a look at some of the most common texting scams and how you can protect yourself. Bank Alerts and Financial Scams Scammers

Posted By Jennifer Specter
April 10, 2025