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

Giving Thanks for All We Have

Thanksgiving is an awesome holiday, with focus on food, family and gratitude.  Here are 7 great quotes to ponder.
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Entrepreneurialism, Personal Responsibility and Kids

Wealth Management
When our sons were very young, we set a goal for them to have some sort of part-time business to operate during their teenage years.  The opportunity presented
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Inspiring Entrepreneurialism in Our Kids

When our sons were very young, my husband Gene and I set a goal to have some sort of part-time business for them to run during their teenage years. We wanted
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Sometimes, It’s Too Late

Wealth Management
Layers of rules are what we deal with when it comes to accumulating a net worth and managing a net worth. There are IRS rules, requirements and restrictions
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Know Your Exit Before You Enter

Wealth Management
When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Different Types of IRAs

Retirement
Did you know that there are many types of IRAs? The two main categories are Traditional and Roth. The difference between the two is significant.
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Diversification: What it is NOT

Investing
You’ve likely heard the saying when it comes to investing, “Don’t put all of your eggs in one basket”. That’s a great way to think of diversification
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Doing Nothing is a Decision

Retirement
In my line of work, people have to make decisions. Sometimes the decisions are small ones, often times they are big. The decision to save more. Or not. The
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Can I Retire?

Retirement
That’s the “million-dollar” question I get asked often. Truth is, there is not a magic nest egg number that works for everyone. Retirement planning is like a
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Wealth Formation: Changes Throughout the Years

Wealth Management
A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Wealth: Always In Formation

Wealth Management
Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
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