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

Social Security’s More Recent Changes

Social Security
The Trustees Reports for our Social Security OASDI (Old-Age, Survivors and Disability Insurance) Trust Fund have indicated since 2012 that changes need to be
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

It’s Never Too Late for a Second Look

I met with a lovely couple for the first time recently who asked me to review their current financial situation and importantly, what it would look like upon
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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" |

Not All Assets are Inherited Equally

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

Giving Thanks for All We Have

Thanksgiving is an awesome holiday, with focus on food, family and gratitude. Here are 7 great quotes to ponder.
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Active Management is not Day Trading

We have practiced active management of investment portfolios for over 20 years. The opposite of active is passive management of investments, or “set it and
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |

Politics and Your Investments

Investing
2024 is a year of heightened political anxiety and for some investors, worry about what the future holds. It’s good to remember that we’ve made it through
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