Our 14th Annual Shredding Party, held on May 9th, was a great success thanks to robust community participation and generosity. Schulfer & Associates Wealth
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At some point, someone said to me, “get your money working for you so that you do not have to work so hard for your money”. That statement hit me like a bolt
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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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Sometimes, you’ll hear someone say about another person “they have money!” I’ve found that interesting as I have never worked with anyone who simply “has”
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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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I hosted a Wine, Women and Wealth workshop at my office recently. 15 lovely ladies joined me for an interactive evening on how planning is different for women
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It may sound like semantics but empirically, a trader is very different from an investor. Either is perfectly fine as long as you don’t confuse the two, and
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Long term care planning can go in a few different directions. One never knows what their future may hold and whether they will be one of the 70% of people who
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A client of mine called me the other day and said, “LouAnn, I know we’ve discussed this before, but I need a reminder. My son was telling me how his in-laws
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Over the years, I have had many conversations with people about what they want to give to their kids and grandkids. Some people are not compelled to help their
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When our sons were very young, my husband Gene and I set a goal to have some sort of part-time business for them to run during their teenage years. We wanted
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Is it better to own my own life insurance policy or purchase extra group insurance through my employer? That’s a question I hear often in financial planning.
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