Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
Cybersecurity

Unemployment Insurance Scams

Know how to identify an unemployment scam If you haven’t been a victim, but want to prevent becoming one, it is important to know the signs of an unemployment scam. There are never fees for filing for unemployment, so if you’re prompted to pay one, do not continue. If you receive communications regarding unemployment insurance

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
Estate Planning

Estate Planning for Digital Assets

Estate planning is a crucial process that plans for management and distribution of one’s estate. A modern-day estate goes beyond properties and physical assets. You must consider many different digital assets. It is important to plan for digital assets to prevent any financial or sentimental losses. Laws and regulations around data security and digital assets

Posted By Alyssa Dalbey
September 22, 2020
Cybersecurity

Tips for Preventing Fraud

Preventing fraud should be a high priority for everyone. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials — such as malware, phishing, and social engineering — are becoming increasingly sophisticated and difficult to spot. A fraudster’s goal is to obtain information to access your accounts

Posted By Schultz Financial Group Inc.
September 9, 2020
Family Office

Spend, Save, and Give: A Lesson of Three Jars 

Teaching children about money and wealth is not an easy task. Financial lessons are learned over time through teachable moments, family practices, and by following examples. One ritual that can help teach kids about money and wealth is the practice of Three Jars.  The Three Jars Concept Each jar represents an activity: spending, saving, and

Posted By Alyssa Dalbey
August 25, 2020