Curated Insights

Financial Matters

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

Caller ID “Spoofing” of Social Security Fraud Hotline Phone Number

The Inspector General of Social Security released a statement warning citizens about a caller ID spoofing scheme. Fraudsters are using the Social Security Fraud Hotline number to call citizens. Social Security employees do not place outgoing calls from the Fraud Hotline number. It is advised that you do not engage with these calls or provide personal information.

Posted By Alyssa Dalbey
April 24, 2019
Cybersecurity

10 Scams that Target the Elderly

As our loved ones age, it is important to be aware of scams that are targeting the elderly population. Being aware of these scams can help prevent you and people you know from falling for them.

Posted By Alyssa Dalbey
March 25, 2019
Tax Planning

Self-Employed Health Insurance Deduction

If you’re one of the millions of self-employed people who pay for their own health insurance for themselves and their families, you may be entitled to a special tax deduction.

Posted By Alyssa Dalbey
March 25, 2019
Cybersecurity

Cybersecurity Reminders

You feel like you read these tips all the time, but there’s a reason these top tips are pushed so hard: they help protect you! A refresher never hurts, so read on to make sure you’re handling the basics when it comes to your personal cyber security.

Posted By Schultz Financial Group Inc.
February 25, 2019
Cybersecurity

Avoiding Donation Scams

The traditional “season of giving” may be over, but many of us (SFG included) intend to give year-round. Cybercriminals target donations, so you need to be careful and make sure your donations are going to the right people. Here are some research tips you can do to help keep yourself secure along your giving journey.

Posted By Schultz Financial Group Inc.
January 31, 2019
Investment Management

Bond Prices and Interest Rates

It is important to understand how a rising-rate environment impacts bond prices. A principle of finance is that when interest rates go up, bond prices go down.

Posted By Alyssa Dalbey
December 19, 2018