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SFG Insights

News and information to help improve your Four Capitals
the approach
Psychological Space

Spring Cleaning: Psychological Space

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Psychological Space article focuses on Spring Cleaning. Spring cleaning is an age-old ritual that has roots in Jewish,

By Alyssa Yocom
June 16, 2021
Financial Matters

Hedge Fund Due Diligence – Part 1

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on Hedge Fund Due Diligence. There are no guarantees in investing, just varying degrees

By Tony Miller
June 9, 2021
Estate Planning

Spousal Lifetime Access Trust (SLAT)

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on Spousal Lifetime Access Trusts (SLAT). Spousal Lifetime Access Trust (SLAT) is an inter

By Alyssa Yocom
June 1, 2021
Cybersecurity

The Importance of Keeping Your Software Up to Date

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on the importance of keeping your software up to date. Keeping your software up

By William Saulsgiver
May 25, 2021
Insurance & Risk Management

Questions Every Nonprofit Director Should Ask About Directors and Officers Insurance

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on questions you should consider before joining a nonprofit board. Successful individuals may choose

By Alyssa Yocom
May 17, 2021