"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

OBBBA: Federal Estate Taxation

Taxes

The One Big Beautiful Bill Act of 2025 changed taxation for many taxpayers in all income tax brackets. Notably, many of the provisions of the Tax Cuts and Jobs

Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

OBBBA: Bonus Deduction for Seniors

Taxes
The Omnibus Budget Reconciliation Bill for 2025, known as the One Big Beautiful Bill Act (OBBBA), made the Tax Cuts and Jobs Act of 2017 tax rates and standard
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

OBBBA: Social Security Taxation

Taxes
The One Big Beautiful Bill Act, signed into legislation on July 4, 2025 provides a significant amount of tax reform to many taxpayers, and potentially a fair
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

OBBBA: New Standard Deductions

Taxes
The One Big Beautiful Bill Act, signed into law by President Trump on July 4, 2025, brings sweeping changes that present significant opportunities for taxpayers
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

One Big Beautiful Bill Act: Tax Rates

Taxes
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. The new legislation provides ample opportunities for tax payers and
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Creative Thinking: Updating Your Beneficiaries

Wealth Management
Sometimes people ask if we do estate planning. The answer is yes, but we don’t draft trusts or wills: we leave the legal documents to the lawyers. There is so
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Financial Planning is not a Product, it is a Process

Life insurance, stocks, bonds, real estate, mutual funds, CDs, annuities, or any other type of financial investment are examples. These are the products, not
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

The Importance of Tax Diversification in Your Portfolio

Taxes
A common discussion I have with my clients is building tax diversification within their portfolio. I started working with a client nearly ten years ago who had
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

The Steps Jack Took for His Children

Wealth Management
I had a dear client whom I worked with for several years. The first time Jack and I met, I asked him my typical question: What is the most important thing I
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

AI: Artificial Intelligence or Authentic Intelligence?

“AI” or Artificial Intelligence generally refers to a computer doing what a human can do. Sometimes we are asked what role Artificial Intelligence has in our
Read More
"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

15th Annual Shredding Party: A Great Success for Community!

Events
Our 15th Annual Shredding Party, held on May 1st, was a great success despite the “shredded” water that fell from the sky, thanks to robust community
Read More