Curated Insights

SFG Insights

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

Tips for Safer Video Conferencing

Many of us have taken to the number of video conferencing applications available for work, education, and continuing a virtual social life. Here some tips to help secure your next video conference meeting.

Posted By Jennifer Specter
April 30, 2020
SFG Insights

Checklist: Divorce Planning

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
SFG Insights

SEC Alert: Coronavirus-Related Investment Scams

Fraudsters often use news and popular events to lure individuals into scams. The SEC has issued an investor alert warning individual’s about potential scams related to the coronavirus.

Posted By Alyssa Yocom
February 26, 2020
SFG Insights

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 Yocom
January 30, 2020