Financially Speaking
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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 ... -
Financially Speaking: When Should You Stop Investing?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® The vast majority of us need to save money to reach our longer-term goals. Retirement. Paying ... -
Financially Speaking: “I Don’t Want to be the Richest Person in the Cemetery…”
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Our firm has an advisory council consisting of five diverse clients who we get together with ... -
Financially Speaking: Doing Nothing is a Decision
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® In my line of work, people have to make decisions. Sometimes the decisions are small ones, ... -
Financially Speaking: Important Ages for Your Retirement Income
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® You’ve worked hard all of your life. You’ve saved and invested your money, paid taxes on ... -
Financially Speaking: 10 Financial Resolutions for the New Year
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® A new year can either be a fresh start, a time to tweak or ... -
Financially Speaking: Are you a trader or an investor?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® It may sound like semantics but empirically, a trader is very different from an ... -
Financially Speaking: Beneficiary Designations Supersede Other Instructions
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor®A Accredited Investment Fiduciary Last week, I shared information about the importance of knowing how to update your beneficiary designations. ...
