Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
Retirement Planning

Mega Backdoor Roth Conversions

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 provides an overview of mega backdoor Roth conversions.  Mega backdoor Roth conversions give high-income earners an opportunity

Posted By Alyssa Yocom
September 1, 2021
Investment Management

Scenario Planning versus Forecasting

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 explains the difference between scenario planning and forecasting.

Posted By William Saulsgiver
August 20, 2021
Investment Management

Both Active and Passively Managed Funds Belong in a Diversified Portfolio

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 report reviews the differences between active versus passive investing.  What’s the difference between active and passive investing?

Posted By Schultz Financial Group Inc.
August 16, 2021
Charitable Giving

Donor-Advised Funds

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 provides information about donor-advised funds (DAFs).  What is a Donor-Advised Fund? Donor-advised funds are charitable investment accounts

Posted By Alyssa Yocom
August 11, 2021
Investment Management

SFG Investment Insights: Mid-Year 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. The SFG Investment Insights report provides information on the economy and inflation.  As we noted in our 2020 Investment Insights

Posted By Schultz Financial Group Inc.
August 5, 2021
Insurance & Risk Management

Protecting Your Home During Renovations and Construction

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 protecting your home during renovations and construction.  Your home is more susceptible to

Posted By Alyssa Yocom
July 21, 2021