Financially Speaking
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Financially Speaking: What I am hearing
By LouAnn Schulfer AWMA, AIF When the financial markets started losing value toward the end of February, we ramped up communication with our clientele. When the ... -
Financially speaking: Passing along your assets
By LouAnn Schulfer AWMA, AIF It’s a great feeling as a parent to have helped your children, achieved financial success, and have assets to pass along ... -
Financially speaking: Don’t forget the simple things
By LouAnn Schulfer AWMA, AIF I attended a Wealth Management conference in Austin, TX, recently with 168 other independent Wealth Management Advisors from across the country. ... -
Financially speaking: Key ages for retirement income – Part II
By LouAnn Schulfer, AWMA, AIF Continued from last week 65 is the age which Medicare coverage becomes effective. If you are not receiving Social Security ... -
Financially Speaking: Key ages for retirement income
By LouAnn Schulfer, AWMA, AIF You’ve worked hard all of your life. You’ve saved and invested your money, paid taxes on your income and you’ve made ... -
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 ...
