Financially Speaking
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The SECURE Act and your IRA contributions
By LouAnn Schulfer AWMA, AIF The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law by President Trump on December ... -
Financially speaking: Stretch IRAs gone for many
By LouAnn Schulfer AWMA, AIF The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law on Dec. 20, 2019, and ... -
Financially Speaking: The SECURE Act and your RMDs
By LouAnn Schulfer AWMA, AIF The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) was signed into law by President Trump on Dec. ... -
Financially Speaking: Five modern myths about women and money
By LouAnn Schulfer, AWMA, AIF I’ve been working with women and their money for over 20 years and as you can imagine, a lot has changed. There ... -
Financially Speaking: Be Careful With 10-Year Returns
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Past performance is no guarantee of future results. We as advisors say that all the ... -
Financially Speaking: To Log In, or Not to Log In?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Technology is remarkable. Think back just ten years; the world has changed dramatically as companies ... -
Financially Speaking: Be Careful With 10-Year Returns
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Past performance is no guarantee of future results. We as advisors say that all ... -
Financially Speaking: Mid-Year Financial Resolutions Checklist
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Did you set resolutions for 2019? Did they include financial resolutions? I published an ... -
Financially Speaking: Retired Isn’t Necessarily Conservative
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® As people approach retirement, they often believe they are supposed to become conservative investors. In ... -
Financially Speaking: ROTH Savings: Right for you?
For the City Times By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a client ask me recently about ROTH IRA’s. She ...
