By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
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 Advisor℠, Accredited Investment Fiduciary® , Published Author |
A question I have heard for decades is “Will Social Security be there when I retire?” The answer is yes.
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |
We all like volatility when it is to the up-side, but the downside fluctuations are where our patience and our portfolios can be tested.
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |
We consider social security to be among the strongest of guaranteed retirement income sources, as it is funded by the taxing authority of the United States
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |
Policies certainly do matter when it comes to the economy and how companies make investments to position themselves for the future. However, larger economic
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |
RMD’s used to be more straight forward, but thanks to the SECURE Act passed in late 2019, the rules are anything but simple.
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |
Historically speaking, the motive for engineering a retirement didn’t come from workers. Workers didn’t even necessarily want out of their daily grind.
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