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SFG Insights

News and information to help improve your Four Capitals
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Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

By Alyssa Dalbey
November 7, 2023
Estate Planning

Estate Planning for Pets

As cherished members of our families, pets provide us with unwavering companionship, comfort, and love. When creating an estate plan, it’s important to consider the well-being of your loved ones, including your furry friends. Estate planning for pets ensures that they will continue to receive the care and attention they deserve even after you’re no

By Alyssa Dalbey
November 5, 2023
SFG Insights

Schultz Financial Group Announces New Co-Ownership Structure

We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.

By Schultz Financial Group Inc.
November 5, 2023
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 Dalbey
November 5, 2023
Retirement Planning

Understanding Incentive Stock Options

In the realm of equity compensation, Incentive Stock Options (ISOs) stand out as a compelling tool for employers to attract and retain talent while offering employees the opportunity to share in the growth of the company. ISOs can provide a unique blend of potential tax advantages and financial rewards, setting them apart from other types

By Kaleigh Stoddard
August 29, 2023
Insurance & Risk Management

The Benefits of Short-Term and Long-Term Disability Insurance

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

By Alyssa Dalbey
August 29, 2023