Financially Speaking
Financially Speaking: Taking Time to Plan
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We all have to make decisions. Sometimes the decisions are small ones, other times they are ...Financially Speaking: The Compounding Effects of Good Financial Habits
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary We tend to have a more mature clientele in our office. Our clients generally have built ...Financially Speaking: “The Best Retirement Advice I’ve Ever Received…”
“The Best Retirement Advice I’ve Ever Received…” By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I began working with a newer client about ...Financially Speaking: What You Need to Gather When Your Spouse Dies
What You Need to Gather When Your Spouse Dies By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Losing your spouse is losing your ...Financially Speaking: Cost of Medicare Premiums: Planning can go a Long Way
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Medicare is the federal government’s health insurance program for those over age 65 or for ...Financially Speaking: Financial Exploitation of Seniors
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® With our aging population, financial exploitation of seniors is a serious and growing problem. ...Financially Speaking: Colorful Financial Slang
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Last week, my article Fun Financial History explained the origins of a few of my favorite and ...Financially Speaking: Planning Does Not Stop After Retirement
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® What do you think of when you hear the words “retirement planning”? Most would ...Financially Speaking: Understand Your Investment Qualifications
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® For years, we’ve worked with investments that are “alternative” to the traditional offerings that many ...Financially Speaking: The Most Important Question
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When it comes to investing, the most important question is often overlooked. It’s easy to get ...
