Estate Planning
Estate and Gift Tax Limits for 2025
Posted ByDecember 22, 2024
Tax Planning
Year-End Tax Planning Strategies for 2024
The wealth management team at Schultz Financial Group (SFG) conducts annual year-end tax planning throughout the fourth quarter. This year has been a year of uncertainty in the markets, and yet we have experienced a market rally. While some uncertainty remains around what the future holds once the Tax Cuts and Jobs Act of 2017
Posted ByNovember 13, 2024
Tax Planning
Maximizing Your Wealth: The Importance of Year-End Tax Planning
As the year draws to a close, individuals and businesses alike are gearing up for the holiday season and reflecting on the year gone by. Amidst the festivities, it is crucial not to overlook the significance of year-end tax planning. Strategic tax planning can have a meaningful impact on financial well-being, and taking proactive steps
Posted ByNovember 12, 2024
Retirement Planning
Benefits of Employee Stock Ownership Plans (ESOP)
An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that allows employees to own shares in the company they work for. This article provides an overview of what an ESOP is, its benefits for both employers and employees, and its treatment upon an employee’s retirement. What is an ESOP? An ESOP is a
Posted ByOctober 2, 2024
Financial Matters
Business Succession Planning
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
Posted ByJune 19, 2024
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.Facebook Feed
Think before you try these social-media shortcuts at airports and hotels.
These Travel Hacks Are Everywhere. That Doesn’t Mean They Work.
advisorstream.com
Think before you try these social-media shortcuts at airports and hotels.
Take the postholiday cleanup as an opportunity to refresh your home with these five very doable strategies
The ‘Cantaloupe Rule’ and More Tips to Declutter Your Decor in 2025
advisorstream.com
Take the postholiday cleanup as an opportunity to refresh your home with these five very doable strategies
Sugary drinks are sneakier than equally high-calorie foods—and even diet soda can affect your metabolism.
Want to Lose Weight This Year? Start With What You Drink
advisorstream.com
Sugary drinks are sneakier than equally high-calorie foods—and even diet soda can affect your metabolism.
Though pets may not know it's Christmas, they do have a deep understanding of giving and receiving.
What Our Pets Can Teach Us About the True Spirit of Giving
advisorstream.com
More than 52% of dog owners in this country—and 41% of cat owners—plan to buy pets a holiday gift this year. "Do they know it’s Christmas time at all?" wonders Michelle Slatalla. Though pets may...
Be deliberate and strategic in your charitable activities so you optimize the impact of your giving.
Learning the Best Ways to Give Helps Your Causes and You
advisorstream.com
Few people are deliberate and strategic in their charitable activities, so they don't optimize the impact of their giving.