Curated Insights

Financial Matters

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

Education Funding Options

For 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 By Alyssa Dalbey
May 4, 2021
Charitable Giving

Charitable Trusts for Estate Planning

Charitable gifting can be accomplished in many ways. Charitable donations, Qualified Charitable Distributions, and contributing to a donor-advised fund are all ways that individuals can gift to charities and receive some income tax deductions. Charitable giving can also be an effective estate planning strategy. For individuals with large estates, charitable remainder trusts or charitable lead

Posted By Alyssa Dalbey
April 27, 2021
SFG Insights

Choosing the Right Business Entity

We recently spoke to Ken Creighton who is Of Counsel at the commercial law firm, Guild, Gallagher & Fuller, Ltd. in Reno, NV. He handles business formation, capital raising, employment matters, and serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Creighton has been practicing law since 1985. Creighton provided a detailed update

Posted By Schultz Financial Group Inc.
April 13, 2021
SFG Insights

The Purchase and Sale Agreement (PSA) for Commercial Real Estate

The world of commercial real estate is constantly changing, especially in today’s current climate. The new issues rising have affected transactions such as Purchase and Sale Agreements (PSA’s) and the relationship between buyers and sellers. To obtain a better understanding of the recent updates, SFG interviewed an attorney from the commercial law firm, Guild, Gallagher

Posted By Schultz Financial Group Inc.
April 5, 2021
Financial Matters

Organizing Your Financial Matters

Each minute, we are receiving new bits of information, tasks, or physical items that must be dealt with. As such, organization is an ongoing, evolving process that is never quite complete. Organizing your financial matters often means sorting through and categorizing physical or digital documents.  David Allen’s method, Getting Things Done, can be applied to

Posted By Alyssa Dalbey
April 2, 2021
Cybersecurity

Cyber Risk: Pre- and Post-Breach Tips for Family Offices

Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both

Posted By Alyssa Dalbey
March 25, 2021