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SFG Insights

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

Using a 529 College Savings Plan to Save for College

Planning for college is becoming increasingly important with higher education tuition on the rise and with the national student loan debt recently breaking 1.5 trillion dollars. Many parents and grandparents are thinking about how they can help the next generation pay for college. One option is the 529 college savings plan.

By Schultz Financial Group Inc.
July 10, 2019
Psychological Space

Coming Home for the Summer

Congratulations, you and your child made it through the first year of college! Now, you and your child have another first, coming home for the summer. This is an exciting time in life for your family, one that should be celebrated and enjoyed. Here are some tips to make the experience enjoyable for you and your college student.

By Schultz Financial Group Inc.
July 3, 2019
What We’re Reading

SFG Library: Psychological 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 for our clients and guests. These books all relate to one of our Four Capitals — Financial, Physical, Intellectual, and Psychological — and offer insight into the Four Capitals approach we are so committed to. Here is a current list of our SFG Library books related to Psychological Capital.

By Schultz Financial Group Inc.
June 28, 2019
Travel

Vacationing With Grandchildren

Read some tips on how to have a great vacation with your grandchildren.

By Schultz Financial Group Inc.
June 17, 2019
Psychological Space

Thanks to Youth Luncheon

On May 30, 2019, the Soroptimist International of Truckee Meadows (SITM) hosted their annual Thanks to Youth Awards in Reno, NV. Each year Schultz Financial Group and team members support the event by sponsoring a table and attending a luncheon that acknowledges young students who make an amazing impact in our community.

By Clarissa Alesevich
June 14, 2019
Conferences & Meetings

Investments and Wealth Institute’s Annual Conference Experience 2019 (ACE) Recap

The Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.

By Alyssa Dalbey
June 14, 2019