Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Psychological Space

Gardening

What’s healthy for you and the environment, reduces stress, creates beauty and can be enjoyed by beginners and experts alike? It’s gardening!

By Schultz Financial Group Inc.
January 20, 2020
Family Office

The Family Giving Circle for Philanthropy Planning

A Giving Circle is a form of participatory philanthropy where a group of people pool their own money and decide together where to donate it, be it a charity or community project. A Family Giving Circle uses the same concept within the family to teach children about charitable giving.

By Schultz Financial Group Inc.
January 15, 2020
Health & Fitness

Heart Health

Innovations in cardiac testing have made a huge impact over the years and improved outcomes for patients. However, continued innovation cannot be relied upon and there are so many options that we cannot rely on our doctors to explain all of them. It is important to learn about all the choices that you may have in cardiac testing. Here are 11 cardiac tests that you may want to discuss with your doctor.

By Schultz Financial Group Inc.
January 15, 2020
Psychological Space

Enhance Your Quality of Life

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 Psychological Space and tips for enhancing your quality of life. As our Healthy Holiday Series

By Nicole Ninteau
January 7, 2020
Family Office

Creating a Family Mission Statement

Every family wants to have a culture that is loving, supportive and healthy, now add family wealth to the mix and it can complicate things. But having a shared purpose or vision is something all families can do. That’s why a Family Mission Statement is so important.

By Schultz Financial Group Inc.
December 17, 2019
Retirement Planning

Aging in Place

When asked to picture their longevity plan, many individuals and families picture themselves staying in their homes and aging in place. While this image is attainable, it may require accessibility modifications to the home in preparation for the effects of aging.

By Alyssa Dalbey
November 27, 2019