Sometimes, you will hear someone say about another person “they have money!” I have found that interesting as I have never worked with anyone who simply “has”
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I met with a hard-working, bright, and successful couple yesterday via video conference. I have gotten to know them more intimately over the past year or so
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ROTH IRAs can be an incredible tax opportunity for many. If your income falls below certain thresholds updated each year by the IRS, you are allowed to
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I wrote “One Simple Rule for Building Wealth”, about using the “Rule of 72” as an estimation to calculate doubling periods for our money based upon a
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When you see “market selling”, what immediately comes to mind? Is it good news or bad? Most people get some sort of vision of Chicken Little calling out that
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2025 is a special year, marking our 15th annual spring-cleaning Shredding Party! Each year, Schulfer & Associates Wealth Management hosts the community service
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Tariffs, trade wars, inflation, interest rates, government spending, political fighting, foreign wars ongoing labor shortages, an aging population, social
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Thanks to the Tax Cuts and Jobs Act of 2017, fewer people itemize expenses on their taxes due to the higher standard deduction amounts. For many, giving to
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I’ve had some highly productive meetings recently with new clients. We are in the process of working through important decisions, wealth planning and moving
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When I send the agenda for our meeting to my clients in advance of our upcoming review of their investment portfolio and financial plan, I ask them in the e
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I’ve written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how the strategy can be of benefit. Essential
I have been helping two sets of clients who are brother and sister to each other. They share as beneficiaries of a few different accounts, recently inherited
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