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News and information to help improve your Four Capitals
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Tax Planning

Maximizing Your Wealth: The Importance of Year-End Tax Planning

As the year draws to a close, individuals and business owners often find themselves balancing year-end goals, holiday plans, and financial reviews. Amid the activity, it’s essential not to overlook year-end tax planning. Taking time now to review your income, deductions, and investment activity can meaningfully impact your long-term financial position. At Schultz Financial Group

By Alyssa Dalbey
October 25, 2025
Cybersecurity

Common Scams to Avoid This Holiday Season

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.

By Jennifer Specter
October 25, 2025
Family Office

The Evolving Family Office Business Model

To 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

By Schultz Financial Group Inc.
July 23, 2025
Cybersecurity

Digital Spring Cleaning

As 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

By Schultz Financial Group Inc.
May 30, 2025
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