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