LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

That’s the “million-dollar” question I get asked often.  Truth is, there is not a magic nest egg number that works for everyone.  Retirement planning is like a

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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

ROTH IRAs can be a powerhouse of tax benefit when the account enjoys compounded growth.  Here are six more facts that may surprise you.

1)    You cannot be too

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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

Retirement planning is complex.  We often hear of tips on how to fund retirement accounts and invest our money.  Here are five tips that you don’t often hear.

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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

Saving for retirement is by far the most important financial goal many people have. Most individuals are familiar with the terms 401(k), 403(b) and IRA but do

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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

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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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

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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LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary |

Roth IRA conversations are among my favorite discussions to have with clients.  I tout the long-term savings opportunity because of the tax favored nature Roth

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