Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Financial Matters

Year-End Tax Planning Strategies

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This article focuses on an important aspect of Financial Matters: Year-end tax planning.  Year-end tax planning plays a crucial

By Schultz Financial Group Inc.
November 21, 2020
Diet & Nutrition

Maximize Your Health and Happiness this Holiday Season

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on two of the four capitals: Physical Well-being and Psychological Space. Despite it being a celebratory

By Nicole Schultz
November 19, 2020
Diet & Nutrition

Mushroom Gravy



By Nicole Schultz
November 19, 2020
Insurance & Risk Management

Medicare Premium Adjustments in 2021

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on Financial Matters: Medicare premium adjustments in 2021. Medicare Part B premiums are automatically deducted from Social

By Alyssa Yocom
November 19, 2020
Financial Matters

Charitable Gifts in 2020

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on two of the four capitals: Financial Matters and Psychological Space. The holiday season is often associated

By Alyssa Yocom
November 18, 2020