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Financial Matters

News and information to help improve your Four Capitals
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Financial Matters

Spring Cleaning: Financial Matters

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 Spring Cleaning Spring cleaning is an age-old ritual that has roots in Jewish,

Posted By Alyssa Yocom
June 16, 2021
Financial Matters

Hedge Fund Due Diligence – Part 1

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 Hedge Fund Due Diligence. There are no guarantees in investing, just varying degrees

Posted By Tony Miller
June 9, 2021
Estate Planning

Spousal Lifetime Access Trust (SLAT)

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 Spousal Lifetime Access Trusts (SLAT). Spousal Lifetime Access Trust (SLAT) is an inter

Posted By Alyssa Yocom
June 1, 2021
Cybersecurity

The Importance of Keeping Your Software Up to Date

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 the importance of keeping your software up to date. Keeping your software up

Posted By William Saulsgiver
May 25, 2021
Insurance & Risk Management

Questions Every Nonprofit Director Should Ask About Directors and Officers Insurance

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 questions you should consider before joining a nonprofit board. Successful individuals may choose

Posted By Alyssa Yocom
May 17, 2021
Insurance & Risk Management

Long-term Care Insurance

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 blog post discusses long-term care insurance. Long-term care insurance can play a critical role in ensuring you maintain

Posted By Alyssa Yocom
May 12, 2021