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Estate Planning

Duties of a Successor Trustee

While some consider becoming a successor trustee a great honor, it is also a great fiduciary responsibility. As successor trustee, it is your duty to ensure that the trust estate is handled according to the trust document and the trustor’s wishes. When a loved one passes away, there are many tasks to be done and things to consider. Below is a list of some actions the successor trustee should consider.

By Alyssa Dalbey
August 16, 2018
Investment Management

Monitoring Inflation and Inflation Expectations (Phillips Curve)

For the first time since the data collection began in 2002, there are more job openings in the US than there are people unemployed (see chart below). We are currently in the second-longest economic expansion in our history, and if it continues through July 2019, it will become the longest. This has led to a period of prolonged job creation, which has driven down the unemployment level below four percent.

By Alyssa Dalbey
August 14, 2018
Estate Planning

Your Digital Afterlife

What do you imagine when you think of your digital afterlife? In 2013, McAfee completed a study and concluded that we each have an average of $35,000 worth of digital assets. However, 93 percent of people are unaware of or confused about how to quantify and pass along this information. The first step is to identify what you have of value.

By Schultz Financial Group Inc.
July 24, 2018
Health & Fitness

The Surprising Facts About Stress

Stress is a hot topic these days. There are many studies that link stress to inflammation and chronic diseases, and it can also influence our behavior and affect every aspect of our life. But some say that a certain amount of stress can be a good thing, as our emotional experience comes down to our interpretation of a situation.

By Schultz Financial Group Inc.
July 23, 2018
Technology

New Technologies Help Keep Aging Drivers Safer

Many car makers are responding to an aging population by offering new features that might keep you on the road more comfortably and longer. Just remember to find a car that fits your frame, needs, and budget. Here are a few features to consider.

By Schultz Financial Group Inc.
July 23, 2018