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

Retirement, Like a Rubix Cube

Wealth Management
If you are planning on retiring, the thought of structuring your retirement income plan can feel like trying to solve a rubix cube.
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

What do Millionaires Have in Common?

Wealth Management
Wealth is always in formation.  This is precisely the case for people with over $1 million of investible assets:  the formation of their wealth has been an
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |

A Fiduciary View: Choosing the Right Professionals

Wealth Management
Wealth is always in formation, and the quality of the information we receive and act upon determines our long term success. That truth applies not only to
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Three Factors We Watch During Times of Uncertainty

Wealth Management
Wealth is always in formation, and that is true even in times of uncertainty. Periods of turmoil can make the financial world feel doubtful, confusing and for
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Common and Costly IRA Mistakes: Distributions

Retirement
Taking distributions is usually the ultimate reason that people build retirement savings: at some point, you’d like to turn your nest egg into income. Just as
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Pension Trends

Retirement
In the mid-1990’s, I was a non-traditional student at UWSP majoring in economics while working a full-time job as a Corrections Officer and building a
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Key Ages for Retirement Income

Retirement
You’ve worked hard all your life. You’ve saved and invested your money, paid taxes on your income and you’ve made the mandatory contributions to government
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

The 4% “Safe Withdrawal” Rule

Retirement
The 4% rule is often cited as the “safe” amount one may withdraw annually from their portfolio in retirement. The rule is meant to mitigate the risk of
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Setting Up Retirement Income: How Does That Work?

Retirement
We work with people who have saved and invested for decades. They understand how contributions into their retirement accounts work because they have been
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Retirement Planning: The Emotional Side

Retirement
Earlier, I authored an article: Retirement: A Financial Decision or an Emotional Decision? This article is a sequel.
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