Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
Financial Matters

2021 Retirement Plan Contribution Limits

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on an important aspect of Financial Matters: Retirement Plan Contribution Limits.   Retirement plan contribution limits are

Posted By Alyssa Yocom
January 6, 2021
Financial Matters

Year-End Tax Planning Strategies

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This article focuses on an important aspect of Financial Matters: Year-end tax planning.  Year-end tax planning plays a crucial

Posted By Schultz Financial Group Inc.
November 21, 2020
Insurance & Risk Management

Medicare Premium Adjustments in 2021

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on Financial Matters: Medicare premium adjustments in 2021. Medicare Part B premiums are automatically deducted from Social

Posted By Alyssa Yocom
November 19, 2020
Financial Matters

Charitable Gifts in 2020

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on two of the four capitals: Financial Matters and Psychological Space. The holiday season is often associated

Posted By Alyssa Yocom
November 18, 2020
Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

Posted By Alyssa Yocom
November 18, 2020