Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Financial Matters

Spring Cleaning: Financial Matters

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Alyssa Dalbey
June 16, 2021
Physical Well-being

Spring Cleaning: Physical Well-being

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Nicole Ninteau
June 16, 2021
Psychological Space

Spring Cleaning: Psychological Space

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Alyssa Dalbey
June 16, 2021
Estate Planning

Spousal Lifetime Access Trust (SLAT)

What is a Spousal Lifetime Access Trust (SLAT)? Spousal Lifetime Access Trust (SLAT) is an inter vivos1 irrevocable trust. The goal of a SLAT is similar to that of a bypass trust: SLATs are generally used to transfer assets out of the grantor’s estate, up to the estate and gift tax exemption amount, while providing

By Alyssa Dalbey
June 1, 2021
Cybersecurity

The Importance of Keeping Your Software Up to Date

Keeping your software up to date is important to your digital safety and cybersecurity. One major reason is that as time goes on, security flaws, exploits, and backdoor hacks are discovered. The only way to ensure that you are protected against these issues is by staying current with your software as most software developers work

By Schultz Financial Group Inc.
May 25, 2021