By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |

Should I Rollover My 401(k)?

Wealth Management
When you leave a company, you generally have four options as to what to do with your retirement money.
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |

Qualified Charitable Distributions: Win-Win-Win!

Wealth Management
Thanks to the Tax Cuts and Jobs Act of 2017, fewer people itemize expenses on their taxes due to the higher standard deduction amounts. 
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |

Sometimes, It's Too Late

Wealth Management
Sometimes, not knowing the rules and your options can have an insignificant outcome. Other times, you may find yourself in a state of regret.
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |

Roth IRAs: Going through the Back Door

Wealth Management
Higher income earners are often disappointed when they realize they cannot contribute to a Roth IRA. 
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By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author |

Roth savings: Right for you?

Wealth Management
My favorite analogy comparing Roth to traditional retirement savings vehicles is the seed and the harvest story. Under Roth rules, you pay tax on the seed, and
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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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