Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Estate Planning

Managing Your Inheritance

Here are some suggestions for beneficiaries to keep in mind prior to spending their inheritance.

By Tony Miller
September 27, 2019
What We’re Reading

SFG Library: Intellectual Capital Reads

Here at SFG, we support an ongoing educational culture. One of the ways we do this is holding an employee book club meeting several times per year to share about nonfiction books we’ve read. Additionally, we keep a library of books in our conference room — anyone is welcome to comb through it and take a book home! These books all relate to one of our Four Capitals — Financial, Physical, Intellectual, and Psychological — and offer insight into the approach we are so committed to. Here is a list of the books we currently have related to Intellectual Capital.

By Schultz Financial Group Inc.
September 18, 2019
Insurance & Risk Management

Assignment of Benefits: Avoiding Contract Scams

Any time a client has a property loss that requires contractor engagement – and even more so following a natural disaster that creates an overabundance of restoration work in a specific region – homeowners should be wary of the Assignment of Benefits (AOB) clause in a contractor’s agreement.

By Alyssa Dalbey
September 16, 2019
Travel

Timeshare Resale Scams – Too Good to be True

If you are looking to sell your timeshare, be alert, because unfortunately there are many unscrupulous people waiting to take advantage of your eagerness to sell.

By Schultz Financial Group Inc.
August 23, 2019
Psychological Space

SFG Gives Back to Ronald McDonald House Charities Northern Nevada

As a part of the Ronald McDonald House Charities Chef Program, volunteers from the community come together to provide guests with a home-cooked meal each night. In June 2019, SFG had the opportunity to prepare a home-cooked, healthy dinner for the families staying at the Ronald McDonald House. After SFG dropped off the meal, we received a tour and learned how the Ronald McDonald House services families in need.

By Alyssa Dalbey
August 9, 2019
Cybersecurity

Phishing SMS/Text Message Scams on the Rise: Here’s What to Do

There’s been an increase in phishing attempts initiated via text or SMS messages, referred to as smishing. In the smishing scam, individuals receive fraudulent text or SMS messages that appear to be from a legitimate source such as your bank or other financial providers.

By Jennifer Specter
July 31, 2019