By LouAnn Schulfer, AWMA®, AIF® Social security offers a basic level of income to all people covered by the program. During your working years, you pay ...

For the Gazette PORTAGE COUNTY – CAP is seeking volunteers to fill roles for the Volunteer Income Tax Assistance (VITA) program. This program offers free income ...

By LouAnn Schulfer, AWMA®, AIF® If you own a retirement account, you likely know they come with a lot of rules. For example, in most instances, ...

By LouAnn Schulfer, AWMA®, AIF® The end of the year is near, giving us some things to remember in December. Missing important deadlines can mean penalties ...

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 must consider ...

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 must consider ...

By LouAnn Schulfer, AWMA®, AIF® The SECURE Act implemented sweeping changes affecting retirement accounts, making it obvious that congress wants retirement accounts to be meant for ...

By LouAnn Schulfer, AWMA®, AIF® Roth IRAs, named for the late Senator William Roth (Delaware), became an option for retirement savings in 1998. In 2006, Roth ...

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 ...

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 ...