SFG Insights

News and information to help improve your Four Capitals
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Insurance & Risk Management

Now May be the Best Time for a Comprehensive Insurance Review

This might be the best time for you to undergo a comprehensive insurance review. With coronavirus-related shutdowns, you may find yourself spending more time at home. Perhaps you’ve had time to tackle some of your home improvement projects or you’ve completed items on your to-do list. Have you also reviewed your insurance program?  Firstly, in

Posted By Alyssa Yocom
August 21, 2020
Conferences & Meetings

NAPFA Connect Spring 2020

Schultz Financial Group and our advisors have been long-standing members of The National Association of Personal Financial Advisors (NAPFA) and attendees of NAPFA Connect. NAPFA is the country’s leading professional association of fee-only financial advisors. NAPFA hosts several conferences and events to provide continuing education to its members. However, this year the in-person conference was

Posted By Alyssa Yocom
August 21, 2020
Tax Planning

Charitable Deductions Allowed Up to 100% of AGI in 2020

Typically, tax law limits charitable deductions to 60% of your adjusted gross income (AGI). However, there is a temporary suspension of the limits on deductible charitable contributions under the CARES Act. For a contribution to qualify, it must be a cash contribution made to a qualifying organization during the 2020 calendar year. Donor Advised Funds

Posted By Alyssa Yocom
August 6, 2020

Internet Crime Prevention Tips

The FBI has an Internet Crime Complaint Center (IC3) where you can file Internet crime complaints (including Ransomware complaints), find internet crime prevention tips, read consumer fraud alerts, and learn about current and ongoing Internet trends and schemes identified by IC3. Their mission statement is: “To provide the public with a reliable and convenient reporting

Posted By Schultz Financial Group Inc.
August 4, 2020
Health & Fitness

Exercises for Ptosis (Droopy Eyelids)

While “bedroom eyes” might be desirable for movie stars, most of us don’t like it when we start to notice the hallmarks of hooded eyes as we age, but there are exercises for ptosis (droopy eyelids) that may help. Many tall people experience droopy eyelids sooner than most because they are always gazing down. But

Posted By Schultz Financial Group Inc.
July 29, 2020
Health & Fitness

SFG Hikes Monkey Rock, Lake Tahoe

SFG went for a hike in Incline Village this June to hike Monkey Rock, Lake Tahoe. SFG team members who went on the hike include Russ, Vicki, and their Saint Bernard puppy, Kona, as well as Jen, and her husband Bruce, William, Tony, and Alyssa, her boyfriend Derek, and their husky Zoey. Taking the morning

Posted By Alyssa Yocom
July 27, 2020