Curated Insights

Financial Planning

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

A Deeper Dive into Client Engagement

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa Yocom, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Yocom: By working closely with our clients,

Posted By Schultz Financial Group Inc.
July 16, 2022
Financial Planning

Health Savings Accounts (HSAs) – 2022 Limits

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.

Posted By Alyssa Yocom
July 5, 2022
Estate Planning

Estate and Gift Tax Limits for 2022

The IRS has announced that in 2022, the estate and gift tax exemption will be increased to $12,060,000 per individual, up from $11.7 million in 2021.

Posted By Alyssa Yocom
January 18, 2022
Financial Planning

Education Funding Options

For most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.

Posted By Alyssa Yocom
May 4, 2021
Financial Planning

2020 RMDs Waived Under CARES Act

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).

Posted By Alyssa Yocom
April 30, 2020
Financial Planning

Divorce Planning Checklist

Planning for a divorce is a difficult task due to the psychological and financial complexities. There are items you can consider preemptively to enter into the divorce process more prepared. This checklist should provide you with various things to think about prior to planning for a divorce.

Posted By Alyssa Yocom
February 26, 2020