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Financial Planning

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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 Dalbey
February 26, 2020
Estate Planning

Checklist: When a Loved One Passes Away

When a spouse or loved one passes away, there are several things to do. First and foremost, it is important to grieve and allow yourself time to heal. This checklist outlines some items to consider when a spouse or loved one has passed away.

Posted By Alyssa Dalbey
January 30, 2020
Financial Planning

Using a 529 College Savings Plan to Save for College

Planning for college is becoming increasingly important with higher education tuition on the rise and with the national student loan debt recently breaking 1.5 trillion dollars. Many parents and grandparents are thinking about how they can help the next generation pay for college. One option is the 529 college savings plan.

Posted By Schultz Financial Group Inc.
July 10, 2019
Financial Planning

Financial Checklist for Newlyweds

Getting married is an exciting time. It can also be challenging as you navigate financial discussions with your spouse or spouse-to-be. This checklist is intended to help guide your financial discussions and help you outline your personal to-do list.

Posted By Alyssa Dalbey
May 13, 2019
Financial Planning

Earthquake Insurance

The decision to carry earthquake insurance is purely personal and, oftentimes, is not an easy choice. Earthquake insurance is generally not included in your homeowners insurance policy, so it should be purchased as a separate policy or as an endorsement to your homeowners policy.

Posted By Alyssa Dalbey
August 21, 2018
Estate Planning

Duties of a Successor Trustee

While some consider becoming a successor trustee a great honor, it is also a great fiduciary responsibility. As successor trustee, it is your duty to ensure that the trust estate is handled according to the trust document and the trustor’s wishes. When a loved one passes away, there are many tasks to be done and things to consider. Below is a list of some actions the successor trustee should consider.

Posted By Alyssa Dalbey
August 16, 2018