Financially Speaking
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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 ... -
Financially Speaking: To Log In, or Not to Log In?
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Technology is remarkable. Think back just ten years; the world has changed dramatically as companies ... -
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 ... -
Financially Speaking: Mid-Year Financial Resolutions Checklist
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® Did you set resolutions for 2019? Did they include financial resolutions? I published an ... -
Financially Speaking: Retired Isn’t Necessarily Conservative
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® As people approach retirement, they often believe they are supposed to become conservative investors. In ... -
Financially Speaking: ROTH Savings: Right for you?
For the City Times By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a client ask me recently about ROTH IRA’s. She ... -
Financially Speaking: The Investments Within Your Accounts
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When we meet with prospective new clients, our process includes a review of their ... -
Financially Speaking: Preparing for Market Downturns
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When we meet with new and existing clients, two of the most significant questions that ... -
Financially Speaking: Rollovers and Transfers
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Rollovers and transfers are ways to move retirement money from one account to another. Sound ... -
Financially Speaking: Know Your Withdrawal Rules
By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® After a workshop that we’d put on a few weeks ago, I had a gentleman ...
