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Estate Planning

Estate Planning: A New Perspective

Individuals may put off estate planning for several reasons. Among those reasons, few people find joy in considering their own mortality or incapacity. However, an estate plan is crucial in ensuring your assets – and your legacy – are passed appropriately to your heirs. Rather than focusing on the mortality of estate planning, focus on

Posted By Alyssa Dalbey
February 1, 2021
Investment Management

SFG Investment Due Diligence Process

What is due diligence?  Due diligence is the investigation of an underlying investment opportunity. It seeks to provide answers to the question “What are the potential risks of this investment?” so an investor can make a well-informed decision prior to investing capital in the opportunity. What is SFG’s process?  Our process can be broken down

Posted By Schultz Financial Group Inc.
January 27, 2021
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