"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

People as Beneficiaries

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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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Passing Along Your Assets

It is a great feeling as a parent to have achieved your own financial success, having helped your children along the way, with assets to pass along to the ones
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

What is Wealth?

I have always wanted to build wealth. Many people do. What is your definition of wealth? How does one go about building wealth and more importantly, how do you
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Fees are what you pay. Value is what you get.

When a new prospective client calls our office, one of the questions they sometimes ask is “What are your fees?” before they tell us what kind of service they
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Your IRA is an IOU to the IRS

What is the biggest debt item on your balance sheet? Your mortgage? A business loan? Something else? Are all your loans paid off and you think you don’t
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

What is The Complexity of Your Estate Planning?

Estate planning can be simple or it can be sophisticated. Complexity may arise because of the size of your net worth, but that doesn’t always have to be the
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

When Should I Start Planning for Retirement?

Retirement
We are often asked what the ideal time is to begin retirement planning. To be clear, retirement planning and retirement saving are two different things.
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Social Security Stress?

Social Security
Social security offers a basic level of income to all people covered by the program. During your working years, you pay taxes into the social security system
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Our Dynamic Social Security System

Social Security
I posted a question on social media recently, “ATTENTION LADIES: I am seeking your input! What financial topics do you feel are important to women? Why? Thank
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Social Security: It Will Still Be There

Social Security
A question I have heard for decades is “Will Social Security be there when I retire?” The answer is yes. Similarly with the 2024 election, I’ve been
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Social Security: Often Misunderstood

Social Security
The Social Security program is complex and often misunderstood. If you work and receive a paycheck, you understand that you are paying into the system because
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