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SFG Insights

News and information to help improve your Four Capitals
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Travel

5 Helpful Travel Safety Tips

Traveling can be an exciting and eye-opening experience! With thrill and anticipation on the horizon, it’s easy to get wrapped up in planning your excursions and adventures. However, it’s important that you don’t forget about security and safety planning. Here are some travel safety tips you should consider next time you take a big trip.

By Alyssa Dalbey
June 29, 2018
Cybersecurity

Identity Theft: What can you do?

With the recent data breaches fresh in our minds, it’s more important than ever to protect yourself against identity theft. While you can’t prevent major breaches, you can do a few things to protect yourself in the event your Personally Identifiable Information (PII) is exposed.

By Schultz Financial Group Inc.
June 21, 2018
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