Curated Insights

Financial Matters

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

Charitable Deductions Allowed Up to 100% of AGI in 2020

Typically, tax law limits charitable deductions to 60% of your adjusted gross income (AGI). However, there is a temporary suspension of the limits on deductible charitable contributions under the CARES Act. For a contribution to qualify, it must be a cash contribution made to a qualifying organization during the 2020 calendar year. Donor Advised Funds

Posted By Alyssa Dalbey
August 6, 2020
Cybersecurity

Internet Crime Prevention Tips

The FBI has an Internet Crime Complaint Center (IC3) where you can file Internet crime complaints (including Ransomware complaints), find internet crime prevention tips, read consumer fraud alerts, and learn about current and ongoing Internet trends and schemes identified by IC3. Their mission statement is: “To provide the public with a reliable and convenient reporting

Posted By Schultz Financial Group Inc.
August 4, 2020
Cybersecurity

Mobile Banking Apps: FBI Public Service Announcement

The FBI recently posted a Public Service Announcement about the increased use of mobile banking apps. They anticipate that cyber criminals may take advantage of this to conduct attacks and scams through app-based faking trojans and fake banking apps.

Posted By Schultz Financial Group Inc.
June 26, 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 Dalbey
June 18, 2020
Retirement Planning

Coronavirus-related Retirement Plan Distributions

A Coronavirus-related distribution is any distribution made on or after January 1, 2020 and before December 31, 2020 from an eligible retirement plan made to a qualified individual.

Posted By Alyssa Dalbey
May 21, 2020