Schultz Financial Group hosted a webinar on the topic of How to Stay Safe from Cyber Crime and Identity Theft. Our guest speaker was Jeff Lanza who is a cyber security and identity theft expert who was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and
June 7, 2022
Insurance & Risk Management
Wildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around
May 25, 2022
We are pleased to announce that Alyssa Yocom, CFP® recently earned the Certified Private Wealth Advisor® (CPWA®) certification. Alyssa is only one of nine financial services professionals in Reno to have obtained the CPWA® certification and only one of two women in Reno to obtain the certification. The CPWA® designation is an advanced professional certification
April 29, 2022
What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,
March 25, 2022
Retirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. This article is current for 2022 limits.
February 1, 2022
A Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).
January 27, 2022