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SFG Insights

The Purchase and Sale Agreement (PSA) for Commercial Real Estate

The world of commercial real estate is constantly changing, especially in today’s current climate. The new issues rising have affected transactions such as Purchase and Sale Agreements (PSA’s) and the relationship between buyers and sellers. To obtain a better understanding of the recent updates, SFG interviewed an attorney from the commercial law firm, Guild, Gallagher

By Schultz Financial Group Inc.
April 5, 2021

Financial Matters

Organizing Your Financial Matters

Each minute, we are receiving new bits of information, tasks, or physical items that must be dealt with. As such, organization is an ongoing, evolving process that is never quite complete. Organizing your financial matters often means sorting through and categorizing physical or digital documents.  David Allen’s method, Getting Things Done, can be applied to

By Alyssa Dalbey
April 2, 2021

Intellectual Engagement

Exploring Art Virtually

One of the most engaging ways to experience history and learn about different cultures is through art. Artists utilize their work to tell stories and share experiences. Visiting an art museum is an interactive and fun way to experience something new for both adults and children. Research suggests that children who engage with original works

By Alyssa Dalbey
March 25, 2021

Cybersecurity

Cyber Risk: Pre- and Post-Breach Tips for Family Offices

Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both

By Alyssa Dalbey
March 25, 2021

Psychological Space

Building Habits: A Four Capitals Guide – Psychological Space

In his book Atomic Habits*, James Clear transforms the science of habits into a practical framework he calls the Four Laws of Behavior Change. To create a good habit, you must (1) Make it Obvious, (2) Make it Attractive, (3) Make it Easy, and (4) Make it Satisfying. We have applied this framework to your Financial Matters, Physical Well-being, and Intellectual Engagement. Here’s how you can apply it to your Psychological Capital.

By Schultz Financial Group Inc.
March 24, 2021

Intellectual Engagement

Building Habits: A Four Capitals Guide – Intellectual Engagement

In his book Atomic Habits*, James Clear transforms the science of habits into a practical framework he calls the Four Laws of Behavior Change. To create a good habit, you must (1) Make it Obvious, (2) Make it Attractive, (3) Make it Easy, and (4) Make it Satisfying. We have applied this framework to your Financial Matters and Physical Well-being. Here’s how you can apply it to your Intellectual

By Schultz Financial Group Inc.
March 11, 2021