Insurance & Risk Management
Life is full of uncertainties, and the unexpected can happen at any time. While we often plan for the best, it’s equally important to prepare for the worst. One way to protect your financial well-being in the face of unexpected challenges is through disability insurance. Disability insurance comes in two main forms: short-term and long-term
August 29, 2023
Conferences & Meetings
At Schultz Financial Group, we look forward to springtime for several reasons: warmer temperatures, budding trees and flowers, and financial planning conferences. In May, we were fortunate to partake in two conferences in San Diego with a variety of educational sessions, keynote speakers, and networking opportunities. Alyssa and Kaleigh attended the Institute of Wealth &
June 16, 2023
Schultz Financial Group Inc. is committed to the Intellectual Capital of our team members. As such, this spring we attended various conferences and events, and we had several meetings with investment managers. Once an investment is approved, we continue to monitor the investment strategy, the makeup of the team, and perform ongoing due diligence. In
June 12, 2023
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.
April 19, 2023
Qualifying medical expenses include preventative care, treatment, surgeries, dental care, vision care, psychologists, psychiatrists, prescription medications, and appliances such as glasses, contacts, false teeth, and hearing aids, among others.
April 19, 2023
Employee stock options are a form of equity compensation that companies may offer to their employees. They are often granted as an incentive to motivate and retain employees, align their interests with those of the company, and provide them with a potential financial reward if the company’s stock price increases. What are Employee Stock Options?
April 16, 2023