Archive for February, 2020

26Feb

Real Wage Growth (or Lack Thereof): Part 1 – The Last Decade

By Portage County Business Council

The U.S. is currently experiencing the longest economic expansion in its history and unemployment is at a 50-year low – what about wages?

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26Feb

Key Ages for Retirement Income

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® You’ve worked hard all of your life.  You’ve saved and invested your money, paid taxes on your income (continued).

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19Feb

Social Security: It Will Still Be There

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary A question I often hear is “Will Social Security be there when I retire?”  The answer is yes.  (continued).

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12Feb

People as Beneficiaries

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I have been helping two sets of clients recently who are brother and sister to each other.  They (continued).

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06Feb

How Can Excel Make You More Efficient?

By Portage County Business Council

By Tina Palmgren from Exceling Your Business LLC If you want to be more efficient, ask yourself this question: Who does more of the work in Excel – You or (continued).

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06Feb

Double Check Your Beneficiaries

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I met with delightful couple recently as brand new clients.  They’ve worked hard and equally as important, practice (continued).

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