Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Investment Management

The Complexities of Investing $10 Million

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Russ Schultz, Chief Executive Officer and Chief Investment Officer of Schultz Financial Group, about the complexity and challenges of investing and managing large sums of money. Hortz: Is investing $10 Million substantially different than investing $1M or smaller amounts of money? Schultz: The answer

By Russ Schultz
January 15, 2024
Insurance & Risk Management

Medicare Part B and Part D Premium Adjustments for 2024

Medicare Part B premiums are automatically deducted from Social Security, Railroad Retirement Board, and Office of Personnel Management payments. The standard Medicare Part B premium is adjusted based on a taxpayer’s Modified Adjusted Gross Income (MAGI). MAGI for Medicare purposes is the taxpayer’s AGI plus any tax-exempt interest. Medicare uses a taxpayer’s MAGI from two

By Alyssa Dalbey
January 15, 2024
Retirement Planning

Social Security Benefits Increasing in 2024

Each year, the Social Security Administration announces the annual cost-of-living adjustment (COLA). The Social Security Administration has announced that Social Security and Supplemental Security Income (SSI) benefits will increase for 2024.

By Alyssa Dalbey
December 19, 2023
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
November 7, 2023
Estate Planning

Estate Planning for Pets

As cherished members of our families, pets provide us with unwavering companionship, comfort, and love. When creating an estate plan, it’s important to consider the well-being of your loved ones, including your furry friends. Estate planning for pets ensures that they will continue to receive the care and attention they deserve even after you’re no

By Alyssa Dalbey
November 5, 2023
SFG Insights

Schultz Financial Group Announces New Co-Ownership Structure

We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.

By Schultz Financial Group Inc.
November 5, 2023