Financially Speaking
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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, ... -
Financially speaking: The SECURE Act, CARES Act and your RMDs
By LouAnn Schulfer AWMA, AIF In retirement planning, Required Minimum Distributions (RMDs) are a huge topic, and we’ve seen some big changes this year. These mandatory ... -
Financially Speaking: Planning and Inspiration at 81
AWMA, AIF I had the wonderful fortune of meeting a lady who is equally as sweet as she is sharp. She is the picture that many ... -
Financially Speaking: What I am hearing
By LouAnn Schulfer AWMA, AIF When the financial markets started losing value toward the end of February, we ramped up communication with our clientele. When the ... -
Financially speaking: Passing along your assets
By LouAnn Schulfer AWMA, AIF It’s a great feeling as a parent to have helped your children, achieved financial success, and have assets to pass along ... -
Financially speaking: Don’t forget the simple things
By LouAnn Schulfer AWMA, AIF I attended a Wealth Management conference in Austin, TX, recently with 168 other independent Wealth Management Advisors from across the country. ...
