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Financial Matters

News and information to help improve your Four Capitals
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Cybersecurity

How to Stay Safe from Cyber Crime and Identity Theft

Schultz Financial Group hosted a webinar on the topic of How to Stay Safe from Cyber Crime and Identity Theft. Our guest speaker was Jeff Lanza who is a cyber security and identity theft expert who was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and

Posted By Jennifer Specter
June 7, 2022
Insurance & Risk Management

How to Prepare for a Wildfire

Wildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around

Posted By Schultz Financial Group Inc.
May 25, 2022
Investment Management

What is a Private Investment?

What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,

Posted By Schultz Financial Group Inc.
March 25, 2022
Charitable Giving

Charitable Planning Conversations

Philanthropy and charitable giving can take many forms – from donating gently used goods to making monetary gifts to charitable organizations. Having open conversations about philanthropy and charitable giving with your family is a way to encourage all members to participate in a common family gifting goal.

Posted By Alyssa Dalbey
December 17, 2021
Tax Planning

Year-End Tax Planning Strategies for 2021

Planning was particularly challenging this year due to the uncertainty surrounding pending legislation that could, among other things, increase top rates on both ordinary income and capital gains starting next year. On December 16th, it was announced that the Build Back Better bill would be debated further in January but there would be no changes in tax law in 2021.

Posted By Alyssa Dalbey
December 16, 2021
Cybersecurity

Common Scams to Avoid This Holiday Season

During the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.

Posted By Jennifer Specter
November 17, 2021