SFG Insights

News and information to help improve your Four Capitals
the approach

How to Stay Safe from Cyber Crime and Identity Theft

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

By Jennifer Specter
June 7, 2022
Insurance & Risk Management

How to Prepare for a Wildfire

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

By Schultz Financial Group Inc.
May 25, 2022
Investment Management

What is Private Investment?

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,

By Tony Miller
March 25, 2022
Retirement Planning

2022 Retirement Plan Contribution Limits

Retirement plan contribution limits are reviewed each year and are occasionally adjusted by the IRS. This article is current for 2022 limits.

By Alyssa Yocom
February 1, 2022
Tax Planning

Qualified Charitable Distributions

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).

By Alyssa Yocom
January 27, 2022