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Financial Matters

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

Planning for a Digital Legacy

Digital property is increasingly becoming a more important part of estate planning. Individuals should consider their digital property, in addition to their tangible assets, when finalizing and reviewing their estate plans.

Posted By Alyssa Dalbey
April 24, 2018
Investment Management

The Complexity of Shadow Banking in China

To understand shadow banking, we must first know how traditional banking structures operate.

Posted By Schultz Financial Group Inc.
April 18, 2018
Tax Planning

Tax Cuts and Jobs Act: What it Means for Businesses

The Tax Cuts and Jobs Act that was passed in December 2017 features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. For businesses, tax benefits include a reduction in the corporate tax rate, increase in the bonus depreciation allowance, enhancement to the Code Sec. 179 expense, and repeal of the alternative minimum tax.

Posted By Alyssa Dalbey
April 13, 2018
Tax Planning

Education Tax Credits & Opportunities

This blog post focuses on tax credits and tax break opportunities that may help you pay educational expenses while maximizing your tax savings.

Posted By Alyssa Dalbey
April 13, 2018
Tax Planning

Tax Cuts and Jobs Act: an Overview

The Tax Cuts and Jobs Act was approved by Congress and signed by President Trump in late December 2017. The Tax Cuts and Jobs Act features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. The SFG Financial Planning team is researching how these changes will impact our clients. Most of the provisions discussed in this article are active for tax years 2018 through 2025. Below is our summary of the how Tax Cuts and Jobs Act will affect individuals.

Posted By Alyssa Dalbey
January 8, 2018
Investment Management

The Risk of Pension Liabilities

One of the macroeconomic areas of risk to the economy is public and private pension liabilities. The former also has an effect on the municipal bond market. The risk to the public and private pension system is underfunding. This happens when a pension fund has liabilities on its balance sheet which outweigh its assets.

Posted By Russ Schultz
January 8, 2018