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SFG Insights

News and information to help improve your Four Capitals
the approach
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
Insurance & Risk Management

Auto Loan Guaranteed Asset Protection (GAP) Coverage

It’s no secret that as soon as you drive a new car off the lot, it instantly begins depreciating in value. An auto depreciates the most in the first few years after it leaves the lot. For most consumers, this is not a major concern because they do not plan to sell their vehicle in the near future; but what if the vehicle was in an accident shortly after it was purchased and the insurance company deemed it a total loss? GAP insurance (guaranteed asset protection insurance) may help in these situations.

By Schultz Financial Group Inc.
July 31, 2019
What We’re Reading

SFG Library: Financial 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 Financial Capital.

By Schultz Financial Group Inc.
July 26, 2019
Conferences & Meetings

2019 NAPFA Spring Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.

By Alyssa Dalbey
July 19, 2019