Blog

What We’re Reading

What We’re Reading: Psychological Capital

Our commitment to education and our Four Capital Approach is evident through SFG’s Book Club. This fun tradition reinforces our Intellectual Capital. Team members choose non-fiction books to read and twice a year we get together as a team and present our “book reports”. We thought we’d share some of the books we’ve been reading related to the Psychological Capital in case any of these pique your interest.

By Schultz Financial Group Inc.
November 16, 2018

Cybersecurity

Dispose of Your Electronics, Protect Your Data

When your electronics get old or you upgrade, your first instinct might be to get rid of the old right away. But first, you should ensure no data is left on the device in case it ends up in the wrong hands. You would think you can just delete the data, but it’s not always that simple, as sometimes the data remains on your device unless you take additional steps to permanently delete it.

By Schultz Financial Group Inc.
November 7, 2018

Retirement Planning

Tax-Free Distributions from HSAs

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. Learn about these tax-free HSA distributions.

By Alyssa Dalbey
November 7, 2018

Psychological Space

Outline for a Basic Emergency Kit

In an emergency, the last thing you have time for is putting together your emergency kit. It is important to pre-pack an emergency kit so it is ready to go.

By Schultz Financial Group Inc.
October 26, 2018

Psychological Space

7 Steps to a Better Night’s Sleep

For something we spend half our life doing, many of us have trouble sleeping. Here are some tips for falling asleep faster, getting quality rest, and waking up easier in the morning.

By Schultz Financial Group Inc.
October 5, 2018

Estate Planning

The Importance of IRA Beneficiaries

Individual Retirement Accounts (IRAs) are a key part in estate planning. Upon your passing, your IRA(s) will be distributed according to the beneficiary designations, even if your will and/or trust(s) instruct assets to be transferred differently. You identify your primary and contingent beneficiaries upon opening your IRA — but how often do you review them?

By Alyssa Dalbey
October 5, 2018