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Insurance & Risk Management

Questions Every Nonprofit Director Should Ask About Directors and Officers Insurance

Successful individuals may choose to support causes they care about by joining a nonprofit board and dedicating their time and talent to the cause. Serving on the board of a nonprofit organization can be both intellectually engaging and psychologically rewarding. Unfortunately, nonprofit organizations are not exempt from litigation. Before joining a nonprofit board, there are

By Alyssa Dalbey
May 17, 2021

Insurance & Risk Management

Long-term Care Insurance

Long-term care insurance can play a critical role in ensuring you maintain the lifestyle you desire through all of life’s phases. Long-term care insurance helps individuals control their own care and decide between home health care and staying in a facility, if and when the situation should arise. High-net-worth individuals have a few options when

By Alyssa Dalbey
May 12, 2021

Financial Planning

Education Funding Options

For most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.

By Alyssa Dalbey
May 4, 2021

Charitable Giving

Charitable Trusts for Estate Planning

Charitable gifting can be accomplished in many ways. Charitable donations, Qualified Charitable Distributions, and contributing to a donor-advised fund are all ways that individuals can gift to charities and receive some income tax deductions. Charitable giving can also be an effective estate planning strategy. For individuals with large estates, charitable remainder trusts or charitable lead

By Alyssa Dalbey
April 27, 2021

Travel

The Pros and Cons of RVing

If you are of a certain age or an old movie buff, you may be familiar with the unnerving comedy of the film, The Long, Long Trailer. It was released in 1954 and stars Lucille Ball and Desi Arnaz. Filmed in Yosemite National Park, it’s about a newly married couple who buy a motorhome and

By Schultz Financial Group Inc.
April 19, 2021

SFG Insights

Choosing the Right Business Entity

We recently spoke to Ken Creighton who is Of Counsel at the commercial law firm, Guild, Gallagher & Fuller, Ltd. in Reno, NV. He handles business formation, capital raising, employment matters, and serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Creighton has been practicing law since 1985. Creighton provided a detailed update

By Schultz Financial Group Inc.
April 13, 2021