Blog

SFG Insights

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

Beware of DocuSign Phishing Scams: How to Spot and Avoid Them

DocuSign is a trusted platform for signing documents electronically, but its popularity also makes it a prime target for phishing scams. Cybercriminals often impersonate DocuSign to trick users into clicking malicious links or sharing sensitive information. Here’s how to spot a DocuSign phishing email and how to protect yourself. Imitation links Avoid imitation links by

By Jennifer Specter
May 23, 2025
Client Connections

Personalized Nutrition: Promise, Pitfalls, and What the Science Really Says

Personalized nutrition—dietary guidance informed by an individual’s genetics, microbiome, and lifestyle—is rapidly becoming a mainstay in the wellness industry. Touted as a way to optimize health and prevent disease, these programs offer customized plans through blood tests, DNA analysis, and health questionnaires. The appeal is intuitive: one-size-fits-all nutrition advice has limitations, and tailoring recommendations to

By Nicole Ninteau
May 23, 2025
Charitable Giving

Six Charitable Giving Strategies for 2025

Charitable gifting can occur throughout the year; however, many individuals and families focus on their charitable giving in the fourth quarter as it coincides with annual tax planning. Charitable donations are tax deductible for individuals who itemize their deductions when they file their tax return. The annual deduction limit for gifts to public charities is

By Alyssa Dalbey
May 21, 2025
Cybersecurity

Beware of Current Texting Scams

Texting scams, also known as “smishing” (SMS phishing), are becoming increasingly sophisticated and prevalent. Scammers use text messages to trick individuals into providing personal information, clicking on malicious links, or making payments. Here’s a look at some of the most common texting scams and how you can protect yourself. Bank Alerts and Financial Scams Scammers

By Jennifer Specter
April 10, 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.

By Alyssa Dalbey
April 10, 2025
Cybersecurity

Understanding Deepfakes: What They Are, How to Spot Them, and How to Protect Yourself

In recent years, the term “deepfake” has become increasingly common, often accompanied by concerns about its potential misuse. But what exactly is a deepfake, how can you identify one, and what steps can you take to protect yourself from deepfake-related crimes? Let’s dive into these questions. What is a Deepfake? A deepfake is a type

By Jennifer Specter
February 24, 2025