Financially Speaking
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Consider donor advised funds
By LouAnn Schulfer, AWMA®, AIF® Are you a charitably inclined person? There are many ways you can structure your gift. Most commonly known is ... -
Earned income tax credit for Wisconsinites
For the City Times WISCONSIN – The federal Earned Income Tax Credit (EITC) program was expanded for the 2021 tax year only. For the ... -
What Worries You?
By LouAnn Schulfer, AWMA®, AIF® When I meet with people for the first time, the two most important questions I ask are “What is ... -
When should I shift to conservative?
By LouAnn Schulfer, AWMA®, AIF® Investment objective is a critical component of wealth management. One of the more frequent questions we receive is, “At ... -
The essence of a wealth management relationship
By LouAnn Schulfer, AWMA®, AIF® I received a call from a client a few days ago: he had a quick question. That quick question ... -
Social Security stress?
By LouAnn Schulfer, AWMA®, AIF® Social security offers a basic level of income to all people covered by the program. During your working years, ... -
Volunteers needed to assist with tax returns
For the Gazette PORTAGE COUNTY – CAP is seeking volunteers to fill roles for the Volunteer Income Tax Assistance (VITA) program. This program offers ... -
The sweet spot for retirement accounts
By LouAnn Schulfer, AWMA®, AIF® If you own a retirement account, you likely know they come with a lot of rules. For example, in ... -
Year-End Reminders
By LouAnn Schulfer, AWMA®, AIF® The end of the year is near, giving us some things to remember in December. Missing important deadlines can ... -
Proposed new rules for ROTH conversions
By LouAnn Schulfer, AWMA®, AIF® We’ve helped a lot of people with complicated circumstances over the years make decisions regarding ROTH IRA conversions. One ...
