It was an honor of a lifetime to be invited to participate in the Closing Bell Ceremony on the trading floor of the New York Stock Exchange on July 1,2024.
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One of the services that we offer to our clients is a financial planning analysis of their tax returns. In my written reports I remind my clients that the Tax
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I met with a sweet lady several weeks ago, who had been widowed for some time. Her husband had a successful career and took care of managing the couple’s
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It’s that season again: the season when people worry more about their investments than they otherwise do, because it’s a presidential election year. It’s also
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Wealth is always in formation, whether one chooses to actively manage their formation or let finances, retirement goals and taxes play out as they may without
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I met with a younger client couple recently who have done a great job over the past 15 years of saving into their Roth IRAs and systematically building toward
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It was an honor of a lifetime to be invited to participate in the Closing Bell ceremony from the Floor of the New York Stock Exchange, right under the podium of
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History is also laden with patriotism as a fundamental motive to position capital.
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People have different feelings about leaving an inheritance to their children or grandchildren. Some don’t care. Others do, for varying reasons. And still
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Our 14th Annual Shredding Party, held on May 9th, was a great success thanks to robust community participation and generosity. Schulfer & Associates Wealth
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At some point, someone said to me, “get your money working for you so that you do not have to work so hard for your money”. That statement hit me like a bolt
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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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