Financially Speaking
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Social Security: It will still be there
By LouAnn Schulfer AWMA, AIF A question I often hear is “Will Social Security be there when I retire?” The answer is yes. While I cannot tell you ... -
Financially speaking; People as beneficiaries
By LouAnn Schulfer AWMA, AIF I have been helping two sets of clients recently who are brother and sister to each other. They share as beneficiaries of ... -
Financially Speaking; Double check your beneficiaries
By LouAnn Schulfer AWMA, AIF I met with delightful couple recently as brand new clients. They’ve worked hard and equally as important, practice sound financial disciplines. They’ve ... -
SECURE Act: More flexibility for 529s
By LouAnn Schulfer AWMA, AIF LouAnn Schulfer The Setting Every Community Up for Retirement Enhancement Act of 2019 was signed into law by President Trump on ... -
Financially Speaking: New strategies
By LouAnn Schulfer AWMA, AIF There has been a growing trend of financial advisors who offer a short-course on general financial education, usually renting a room ... -
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 ...
