Curated Insights

Financial Matters

News and information to help improve your Four Capitals
the approach
Family Office

The Family Giving Circle for Philanthropy Planning

A Giving Circle is a form of participatory philanthropy where a group of people pool their own money and decide together where to donate it, be it a charity or community project. A Family Giving Circle uses the same concept within the family to teach children about charitable giving.

Posted By Schultz Financial Group Inc.
January 15, 2020
Family Office

Creating a Family Mission Statement

Every family wants to have a culture that is loving, supportive and healthy, now add family wealth to the mix and it can complicate things. But having a shared purpose or vision is something all families can do. That’s why a Family Mission Statement is so important.

Posted By Schultz Financial Group Inc.
December 17, 2019
Retirement Planning

Aging in Place

When asked to picture their longevity plan, many individuals and families picture themselves staying in their homes and aging in place. While this image is attainable, it may require accessibility modifications to the home in preparation for the effects of aging.

Posted By Alyssa Dalbey
November 27, 2019
Cybersecurity

Don’t Get Hooked: Phishing

Phishing refers to almost any message-based attack where a cyber criminal is sending a message to you pretending to be someone you know. The cyber criminal is hoping you will click on the link or attachment in their email so they can steal your information. Cyber criminals are not just limiting their phishing to emails – they are also using instant messaging and social media posts to tempt people to click on malicious links and attachments. The best way to detect and stop phishing is knowing the phishing indicators so you don’t fall for their scam.

Posted By Jennifer Specter
October 31, 2019
Cybersecurity

Cyber Crime Insurance Coverage

The World Economic Forum estimates that the annual economic cost of cybercrime now exceeds $1 trillion. Fortunately, there are a few things you can do to help protect yourself against cybercrime. In addition to taking precautions with your digital information, such as maintaining strong passwords, you should consider protecting yourself with personal cyber insurance coverage.

Posted By Alyssa Dalbey
October 31, 2019
Estate Planning

Managing Your Inheritance

Here are some suggestions for beneficiaries to keep in mind prior to spending their inheritance.

Posted By Tony Miller
September 27, 2019