Financially Speaking
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Financially Speaking: It’s Never Too Late for a Second Look
For the City Times By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I met with a lovely couple for the first time recently ... -
Financially Speaking: Retirement Planning: Dig a Little Deeper
For the City Times By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We work with a substantial amount of people throughout the course ... -
Financially Speaking: Unexpected Money
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When you see the words unexpected money you may conjure a vision of the ... -
Financially Speaking: Inheriting Accounts
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a conversation with a funeral director recently about the overwhelming feelings people have when ... -
Financially Speaking: Your Greatest Risk may be Your Own Behavior
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary What do you think of when you hear the word “Risk”? When I ask that question ... -
Financially Speaking: Should I Work with an Advisor?
Should I Work with an Advisor? By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary I met with a younger couple recently for an initial ... -
Financially Speaking: What is the Greatest Risk to Your Nest Egg?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary In retirement, what is the greatest risk to your nest egg? What could cause you to ... -
Financially Speaking: What Amount of Commitment Does Your Investment Require
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® It’s a question that isn’t asked or understood enough: What amount of commitment does your investment require? ... -
Financially Speaking: Taxes and Your Investments
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® As a Wealth Management Advisor, I help my clients with important decisions, planning and investment ... -
Financially Speaking: Life Insurance Shouldn’t be Complicated….But sometimes it is
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Years ago, the trend was for life insurance agents to sell whole life, universal or variable ...
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