Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.
ByAs cherished members of our families, pets provide us with unwavering companionship, comfort, and love. When creating an estate plan, it’s important to consider the well-being of your loved ones, including your furry friends. Estate planning for pets ensures that they will continue to receive the care and attention they deserve even after you’re no
ByWe at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.
ByA Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).
ByCharitable gifting can occur throughout the year; however, many individuals and families focus on their charitable giving in the fourth quarter as it coincides with annual tax planning. Charitable donations are tax deductible for individuals who itemize their deductions when they file their tax return. The annual deduction limit for gifts to public charities is
ByIn the realm of equity compensation, Incentive Stock Options (ISOs) stand out as a compelling tool for employers to attract and retain talent while offering employees the opportunity to share in the growth of the company. ISOs can provide a unique blend of potential tax advantages and financial rewards, setting them apart from other types
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Fliers Can’t Get Enough of the ‘Upper-Middle Class’ Section of the Plane
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Travelers on long flights are opting for seats one notch below business class, one above the best parts of coach.
23andMe Hack Is a Wake-Up Call for Your Password Habits
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The recent breach at the DNA test-kit company 23andMe shows a simple yet powerful truth about data security: Don’t reuse passwords, people.
Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You
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In the last two weeks several famous Americans in their 90s (and even 100) have died. Living a long life is not all about fame or fortune. You control many of the factors.
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
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Planning Trips With Family and Friends Is Messy. Here’s a New Solution
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
www.advisorstream.com
Planning Trips With Family and Friends Is Messy. Here’s a New SolutionMarket commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. While information presented is believed to be factual and up to date, Schultz Financial Group (“SFG”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.