During the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.
ByOn July 4, 2025, President Trump signed H.R.1, the One Big Beautiful Bill Act (OBBBA) into law. This bill builds on the foundation laid by the 2017 Tax Cuts and Jobs Act (TCJA). OBBBA extends many of the provisions from TCJA and introduces a series of new deductions, credits, incentives, and planning opportunities for affluent
ByTo better understand the emerging family office business structure, Bill Hortz from the Institute for Innovation Development interviewed Alyssa Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) – an independent RIA firm since 1982 with a commitment to deepening client relationships by offering a unique integrated package of services to create a
ByAs many of us in the northern part of the country know, when spring’s milder weather arrives, it’s natural to open our windows and clean those neglected corners of our homes and offices. However, something we often overlook during this seasonal refresh is tidying up our digital spaces. Much like sorting through overstuffed closets or
ByDocuSign 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
ByPersonalized 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
ByMarket commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. While information presented is believed to be factual and up to date, Schultz Financial Group (“SFG”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.