Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
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
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 Dalbey
August 21, 2020
Conferences & Meetings

NAPFA Connect Spring 2020

Schultz Financial Group and our advisors have been long-standing members of The National Association of Personal Financial Advisors (NAPFA) and attendees of NAPFA Connect. NAPFA is the country’s leading professional association of fee-only financial advisors. NAPFA hosts several conferences and events to provide continuing education to its members. However, this year the in-person conference was

Posted By Alyssa Dalbey
August 21, 2020