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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
Financial Matters

Business Succession Planning

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 and why SFG offers succession planning as a standard offering to their business clients. Hortz: Why do you feel your firm

By Schultz Financial Group Inc.
June 19, 2024
Client Connections

The Truth about Superfoods

You have probably heard the term superfood used to describe a food that you should eat often, whether it’s to boost your immune system, prevent the development of a disease or illness, or some other desirable health outcome. The truth is that there is no such thing as a superfood. Despite the term’s popularity, it

By Nicole Ninteau
April 25, 2024
Financial Matters

Concentrated Stock Positions: Considerations for Corporate Executives

Building wealth through investments is a fundamental goal for many individuals, and the stock market offers an avenue to achieve that objective. Corporate executives can receive a significant portion of their compensation in the form of equity, such as stock options, restricted stock units (RSUs), or company shares. While equity compensation can be a valuable

By Schultz Financial Group Inc.
April 25, 2024