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SFG Insights

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

Pet Insurance Basics

Here’s an overview on the types of pet insurance and things to consider when trying to select the best insurance option for your pets.

By Schultz Financial Group Inc.
June 21, 2018
Psychological Space

SFG’s Service Heart

“Service Heart” is one of Schultz Financial Group’s core values. In addition to serving our clients, we strive to serve our community by volunteering and giving back, both as a team and as individuals.

By Alyssa Dalbey
June 13, 2018
Psychological Space

Getting Ready to Leave the Nest!

You and your child have done all the hard work and — finally — you are sending your son or daughter off to college in the fall! To make the transition easier, here are some tips and practical life skills they will surely need to know.

By Schultz Financial Group Inc.
May 31, 2018
Investment Management

Muni Bonds: How to Determine the Taxable Equivalent Yield

In general, tax-free investments, such as municipal bonds, have lower yields due to their tax-exempt status. When evaluating municipal bonds as a possible investment, you must use the taxable equivalent yield. This is because the taxable equivalent yield is the return required on a taxable investment to make it equal to the return on a tax-exempt investment.

By Alyssa Dalbey
May 26, 2018
Travel

10 Tips to Protect Your Home While on Vacation

Are you ready for a vacation? While planning your trip, be sure to protect your home — and everything inside it — by keeping up appearances that you are still home. In order to enjoy your vacation to the fullest, here are some precautions you may want to take before you leave.

By Schultz Financial Group Inc.
May 21, 2018
Cybersecurity

How to Respond to a Data Breach

Time is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize the impacts. Here are steps you should consider taking within specified timeframes after discovering your data has been breached.

By Jennifer Specter
May 18, 2018