Archive for December, 2018

28Dec

Beneficiary Designations Supersede Other Instructions

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Last week, I shared information about the importance of knowing how to update your beneficiary designations.  While the (continued).

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04Dec

True Wealth: All that Money Can’t Buy

True Wealth:  All that Money Can’t Buy By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® I googled “wealth” recently and got about 280,000,000 results in .42 (continued).

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