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

Retired Isn’t Necessarily Conservative

Retirement
As people approach retirement, they often believe they are supposed to become conservative investors. In fact, that’s exactly what using target-date funds in a
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Financial Exploitation of Seniors

With our aging population, financial exploitation of seniors is a serious and growing problem. It happens throughout all economic levels and has robbed people
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

All-Time Market Highs

Wealth Management
I had a client call me the other day who was concerned about the market’s future performance. His accounts are actively managed and he has a long-term time
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"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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