Financially Speaking
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What’s It Like to be Newly Retired?
By LouAnn Schulfer, AWMA®, AIF® Many people dream of retirement, especially after dedicating themselves to a few decades of work life. What’s it like then, to ... -
The 2021 Social Security Report
By LouAnn Schulfer, AWMA®, AIF® The “2021 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust ... -
Your last gift
By LouAnn Schulfer, AWMA®, AIF® In my last article, I wrote about risk management and how for most of us life Insurance is a remarkable tool ... -
Simplicity Credit Union provides financial literacy resources to local students and the community
For the City Times STEVENS POINT – Simplicity Credit Union is bringing financial literacy education to over 14,300 students and residents in Wisconsin. Students at 91 ... -
Are you a Trader or an Investor?
By LouAnn Schulfer, AWMA®, AIF® It may sound like semantics but empirically, a trader is very different from an investor. Either is perfectly fine as long ... -
Financially Speaking: What Motivates You?
By LouAnn Schulfer AWMA, AIF I am thrilled and excited when we receive a Confidential Profile from a prospective new client. It’s the starting point for ... -
Financially Speaking: Getting started is the hardest part
By LouAnn Schulfer AWMA, AIF We finalized a couple of impressive long-term care plans last week and started a financial planning engagement with a brand new ... -
Financially Speaking: Why the CARES Act waives RMDs
By LouAnn Schulfer AWMA, AIF Required Minimum Distributions (RMDs) are just as they sound – a minimum amount that is required to be distributed from a ... -
Financially speaking: You’re retired, your accounts shouldn’t be
By LouAnn Schulfer, AWMA, AIF Some realities of retirement planning have changed in ways that are difficult for many people to wrap their minds around. Dogma ... -
Financially Speaking: The next market leaders
By LouAnn Schulfer AWMA, AIF As we’ve been talking with our clients and prospective clients who’ve reached out to us recently during this bear market decline, ...
