SFG Insights

News and information to help improve your Four Capitals
the approach

Common Scams to Avoid This Holiday Season

During the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.

By Jennifer Specter
November 17, 2021
Financial Matters

Hedge Fund Due Diligence

There are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds.

By Tony Miller
November 15, 2021

Cybersecurity Best Practices

Cybercrime and fraud continue to be serious threats, and constant vigilance is key. Following best practices and exercising caution when sharing information or executing transactions can help make a big difference.

By Jennifer Specter
October 21, 2021
Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

By Alyssa Yocom
October 20, 2021
Retirement Planning

Mega Backdoor Roth Conversions

Mega backdoor Roth conversions give high-income earners an opportunity to participate in after-tax savings and tax-free investing. This strategy is available to individuals that participate in a qualified retirement plan, such as a 401(k), that allows after-tax contributions to the plan. Who Should Consider a Mega Backdoor Roth Conversion A mega backdoor Roth conversion may

By Alyssa Yocom
September 1, 2021
Investment Management

Scenario Planning vs. Forecasting

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 explains the difference between scenario planning and forecasting.

By William Saulsgiver
August 20, 2021