"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" |

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" |

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" |

Wealth Formation: Changes Throughout the Years

Wealth Management
A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Wealth: Always In Formation

Wealth Management
Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Creative Thinking: Updating Your Beneficiaries

Wealth Management
Sometimes people ask if we do estate planning. The answer is yes, but we don’t draft trusts or wills: we leave the legal documents to the lawyers. There is so
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

The Steps Jack Took for His Children

Wealth Management
I had a dear client whom I worked with for several years. The first time Jack and I met, I asked him my typical question: What is the most important thing I
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Second Generation Millionaires: Inheritors

Wealth Management
Some of our clients have become second-generation millionaires through inheritance. Of those, some knew a sizeable inheritance was coming their way, while
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

First Generation Millionaires

Wealth Management
Self-made successful people have my deepest respect. Anyone who has worked hard for something appreciates the time, effort and discipline that it takes to
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