I received a call from a client a few days ago: he had a quick question. That quick question turned into a significant discussion that drove home the value of
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Inflation, rising interest rates, war, government spending, mid-term elections, supply chain disruptions, an aging population, labor shortages and a pandemic.
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Periodically, I am asked about the articles that I write. Sometimes the question arises as to whether I personally write all the articles or if I have any
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History is also laden with patriotism as a fundamental motive to position capital.
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Have you heard the term “Stealth Wealth?” I tell my colleagues at conferences about it all the time, because in Central Wisconsin, it’s oftentimes who we are
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When people think of estate planning, they often think of wills and trusts. When people think of legacy planning, they often think of the value of the assets
Our 13th Annual Shredding Party, held on May 11th, was a great success thanks to robust community participation and generosity. Schulfer & Associates Wealth
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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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Legacy planning is among the steps that we discuss as part of one’s overall wealth management plan. A legacy plan means different things to different people
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I had a client recently ask me about Roth IRA’s. She said that she was listening to a national talk show host who was speaking on how remarkable Roth IRAs are
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I had a client recently ask me about Roth IRA’s. She said that she was listening to a national talk show host who was speaking on how remarkable Roth IRAs are
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The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law by President Trump on December 20, 2019, bringing significant changes
