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Financial Matters

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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
Cybersecurity

Unemployment Insurance Scams

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. Due to the Coronavirus pandemic, many people are facing unemployment. This has given rise to an increase in fraudulent unemployment

Posted By Schultz Financial Group Inc.
November 5, 2020
Cybersecurity

Credit Freeze, Lock, or Fraud Alert: What are the Differences?

If you’re a little worried about your credit report and identity theft in the midst of recent data breaches, we don’t blame you! The good news is there are several ways you can protect yourself and your hard-earned credit score. One action you can take is to freeze, lock, or put a fraud alert on your credit — but what are the differences amongst the 3 options?

Posted By Schultz Financial Group Inc.
November 4, 2020