Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Cybersecurity

Beware of DocuSign Phishing Scams: How to Spot and Avoid Them

DocuSign 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

By Jennifer Specter
May 23, 2025
Client Connections

Personalized Nutrition: Promise, Pitfalls, and What the Science Really Says

Personalized 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

By Nicole Ninteau
May 23, 2025
Cybersecurity

Beware of Current Texting Scams

Texting scams, also known as “smishing” (SMS phishing), are becoming increasingly sophisticated and prevalent. Scammers use text messages to trick individuals into providing personal information, clicking on malicious links, or making payments. Here’s a look at some of the most common texting scams and how you can protect yourself. Bank Alerts and Financial Scams Scammers

By Jennifer Specter
April 10, 2025
Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

By Alyssa Dalbey
April 10, 2025
Cybersecurity

Understanding Deepfakes: What They Are, How to Spot Them, and How to Protect Yourself

In recent years, the term “deepfake” has become increasingly common, often accompanied by concerns about its potential misuse. But what exactly is a deepfake, how can you identify one, and what steps can you take to protect yourself from deepfake-related crimes? Let’s dive into these questions. What is a Deepfake? A deepfake is a type

By Jennifer Specter
February 24, 2025
Financial Planning

Health Savings Accounts (HSAs) – 2025 Limits

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.

By Alyssa Dalbey
February 24, 2025