Financial Matters

SFG Insights

Pandemic Issues for Commercial Real Estate & Business Owners

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 Financial Matters article focuses on pandemic issues for commercial real estate and business owners.   The world of commercial

Posted By Schultz Financial Group Inc.
March 4, 2021

Financial Matters

SFG Investment Insights

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. The SFG Investment Insights report provides information on the economy and markets.  Executive Summary  It seems that no matter

Posted By Schultz Financial Group Inc.
February 26, 2021

SFG Insights

SFG Insights: A Look Back at 2020

As we look back on 2020, we can probably agree that it was a year of change in many ways. The year began in a normal fashion, but radically changed in March as we all learned to adjust to a pandemic-stricken world. SFG’s business continuity plan and technology allowed us to pivot quickly and reprioritize

Posted By Schultz Financial Group Inc.
February 26, 2021

Cybersecurity

Protecting Against Online Fraud and Phone Scams

At Schultz Financial Group 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. To protect your Financial Matters, you need to be vigilant about potential scams such as the ones listed below. Online

Posted By Alyssa Yocom
February 24, 2021

Estate Planning

Estate Planning: A New Perspective

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: Estate Planning.   Individuals may put off estate planning for

Posted By Alyssa Yocom
February 1, 2021

Financial Matters

Due Diligence for Investments

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 what due diligence is, how SFG engages in this process, and why it’s important.  What

Posted By Tony Miller
January 27, 2021