Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa Yocom, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Yocom: By working closely with our clients,
Posted ByA Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
Posted ByThe IRS has announced that in 2022, the estate and gift tax exemption will be increased to $12,060,000 per individual, up from $11.7 million in 2021.
Posted ByFor most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.
Posted ByIn March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).
Posted ByPlanning for a divorce is a difficult task due to the psychological and financial complexities. There are items you can consider preemptively to enter into the divorce process more prepared. This checklist should provide you with various things to think about prior to planning for a divorce.
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What Is Your Dream Job? Ask Yourself These 4 Questions to Find Out.
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Too many of us don't love our jobs — and worse, we think that's normal. Why are we settling? Here are four ways to help you identify what kind of job you really should have.
If the Price Ended in 99, You Probably Overpaid
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The age-old practice of prices ending with a 9 now serves to camouflage bad deals.
7 Ways To Reset Your Burnout Levels During The Holiday
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People with burnout complain that they have to do 6-week work in 3-weeks, that they work until late at night or can’t stop thinking about work when they sleep or in the shower.
How to Actually Come Back from the Holidays Feeling Refreshed
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All too often, the supposedly restful holiday break can become incredibly stressful. But it is possible to actually get what you want and need from the holidays.