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News and information to help improve your Four Capitals
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Tax Planning

Year-End Tax Planning Strategies for 2024

The wealth management team at Schultz Financial Group (SFG) conducts annual year-end tax planning throughout the fourth quarter. This year has been a year of uncertainty in the markets, and yet we have experienced a market rally. While some uncertainty remains around what the future holds once the Tax Cuts and Jobs Act of 2017

By Alyssa Dalbey
November 13, 2024
Tax Planning

Maximizing Your Wealth: The Importance of Year-End Tax Planning

As the year draws to a close, individuals and businesses alike are gearing up for the holiday season and reflecting on the year gone by. Amidst the festivities, it is crucial not to overlook the significance of year-end tax planning. Strategic tax planning can have a meaningful impact on financial well-being, and taking proactive steps

By Alyssa Dalbey
November 12, 2024
Four Capitals

How the “Four Capitals of Wealth” Applies to Executives and Business Owners

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Jennifer Specter, Shareholder/Chief Operations and Compliance Officer, and Alyssa Dalbey, CPWA®, CFP® and Shareholder/Wealth Manager at Schultz Financial Group (SFG) to understand how our “Four Capitals” applies to executives and business owners. Hortz: Can you explain your “Four Capitals of Wealth” planning approach? How

By Schultz Financial Group Inc.
October 2, 2024
Retirement Planning

Benefits of Employee Stock Ownership Plans (ESOP)

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that allows employees to own shares in the company they work for. This article provides an overview of what an ESOP is, its benefits for both employers and employees, and its treatment upon an employee’s retirement. What is an ESOP? An ESOP is a

By Alyssa Dalbey
October 2, 2024