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Conferences & Meetings

Spring Conferences Recap

At Schultz Financial Group, we look forward to springtime for several reasons: warmer temperatures, budding trees and flowers, and financial planning conferences. In May, we were fortunate to partake in two conferences in San Diego with a variety of educational sessions, keynote speakers, and networking opportunities. Alyssa and Kaleigh attended the Institute of Wealth &

By Kaleigh Stoddard
June 16, 2023
Investment Management

SFG Investment Due Diligence Trips

Schultz Financial Group Inc. is committed to the Intellectual Capital of our team members. As such, this spring we attended various conferences and events, and we had several meetings with investment managers. Once an investment is approved, we continue to monitor the investment strategy, the makeup of the team, and perform ongoing due diligence. In

By Alyssa Dalbey
June 12, 2023
Financial Planning

Health Savings Accounts (HSAs) – 2023 Limits

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.

By Alyssa Dalbey
April 19, 2023
Tax Planning

Medical Expense Tax Deduction for 2023

Qualifying medical expenses include preventative care, treatment, surgeries, dental care, vision care, psychologists, psychiatrists, prescription medications, and appliances such as glasses, contacts, false teeth, and hearing aids, among others.

By Alyssa Dalbey
April 19, 2023
Retirement Planning

Employee Stock Options 101

Employee stock options are a form of equity compensation that companies may offer to their employees. They are often granted as an incentive to motivate and retain employees, align their interests with those of the company, and provide them with a potential financial reward if the company’s stock price increases. What are Employee Stock Options?

By Kaleigh Stoddard
April 16, 2023
Financial Planning

When Should I Sell My RSUs (Restricted Stock Units)?

Restricted Stock Units (RSUs) provide employees the right to own company stock subject to vesting requirements, such as employee performance or the passage of time. The underlying company stock is not issued until the RSUs vest. When an employee receives Restricted Stock Units, they have an interest in the company’s equity, but the units have

By Alyssa Dalbey
March 5, 2023