Financially Speaking
Financially Speaking: True Wealth: All that Money Can’t Buy
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® I googled “wealth” recently and got about 280,000,000 results in .42 seconds. I scrolled ...Financially Speaking: Words of Wisdom for Retirement
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary I am a quotations fanatic. Some are profound and some are funny. What I love ...Financially Speaking: Investing and Planning: Different for Women than Men?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Early in my career, I would despise hearing how women differ from men when it comes ...Financially Speaking: Great News for Retirement Savers in 2019
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I am excited to share some great news for retirement account savers in 2019! The amount ...Financially Speaking: Fees are what you pay. Value is what you get.
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When a new prospective client calls our office, one of the questions they sometimes ...Financially Speaking: Social Security: It will still be there
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary A question I often hear is “Will Social Security be there when I retire?” The ...Financially Speaking: What do Halloween and Investing Have in Common?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor Accredited Investment Fiduciary So what do Halloween and investing have in common? Is it the fear of the unknown? ...Financially Speaking: Your Life Insurance Policies: Worth a Review
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When is the last time you’ve reviewed your life insurance policies? For most people, ...Financially Speaking: Taking Time to Plan
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We all have to make decisions. Sometimes the decisions are small ones, other times they are ...Financially Speaking: The Compounding Effects of Good Financial Habits
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary We tend to have a more mature clientele in our office. Our clients generally have built ...
