Blog

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

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