Curated Insights

Insurance & Risk Management

News and information to help improve your Four Capitals
the approach
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
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
Insurance & Risk Management

Now May be the Best Time for a Comprehensive Insurance Review

This might be the best time for you to undergo a comprehensive insurance review. With coronavirus-related shutdowns, you may find yourself spending more time at home. Perhaps you’ve had time to tackle some of your home improvement projects or you’ve completed items on your to-do list. Have you also reviewed your insurance program?  Firstly, in

Posted By Alyssa Yocom
August 21, 2020
Insurance & Risk Management

Maximize Your Insurance Program

Insurance premiums are on the rise across the country. Here are a few risk management strategies you can use to maximize your insurance.

Posted By Alyssa Yocom
June 18, 2020
Insurance & Risk Management

2020 Medicare Part B and D Premiums

As a part of Schultz Financial Group’s year-end tax planning process, we review our client’s tax returns and are cognizant of how small adjustments in adjusted gross income can have a large impact on annual Medicare premiums.

Posted By Alyssa Yocom
December 17, 2019