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Tax Planning

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Tax Planning

Maximizing Your Wealth: The Importance of Year-End Tax Planning

As the year draws to a close, individuals and business owners often find themselves balancing year-end goals, holiday plans, and financial reviews. Amid the activity, it’s essential not to overlook year-end tax planning. Taking time now to review your income, deductions, and investment activity can meaningfully impact your long-term financial position. At Schultz Financial Group

Posted By Alyssa Dalbey
October 25, 2025
Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

Posted By Alyssa Dalbey
April 10, 2025
Financial Planning

Health Savings Accounts (HSAs) – 2025 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 Dalbey
February 24, 2025