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SFG Insights

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

Long-term Care Insurance

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This blog post discusses long-term care insurance. Long-term care insurance can play a critical role in ensuring you maintain

By Alyssa Yocom
May 12, 2021
Financial Planning

Education Funding Options

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This article focuses on education funding options. For most parents, saving for children’s college education is a major financial

By Alyssa Yocom
May 4, 2021
Charitable Giving

Using Charitable Trusts in Estate Planning

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on using charitable trusts in estate planning. Charitable gifting can be accomplished in many

By Alyssa Yocom
April 27, 2021
Travel

The Pros and Cons of RVing

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This article focuses on the pros and cons of owning an RV.  If you are of a certain age

By Schultz Financial Group Inc.
April 19, 2021
SFG Insights

Business Formation: Choosing the Right Business Entity

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on business formation. We recently spoke to Ken Creighton who is Of Counsel at

By Schultz Financial Group Inc.
April 13, 2021
SFG Insights

Issues for Commercial Real Estate & Business Owners

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on non-pandemic issues for commercial real estate and business owners.   The world of commercial

By Schultz Financial Group Inc.
April 5, 2021