Archive for May, 2020

06May

Simple Steps to Create a Successful at Home Workspace

Create an office space that reflects your personality and fits all budgets. See these practical tips to help you develop your own personalized and functional workspace. Many of the tips will use things you already have available. Article submitted by Michelle Venzke, Real Deals on Home Décor.

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06May

Getting Started is the Hardest Part

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We finalized a couple of impressive long-term care plans last week and started a financial planning engagement with (continued).

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04May

Why the CARES ACT Waives RMDs

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Required Minimum Distributions (RMD’s) are just as they sound:  a minimum amount that is required to be distributed (continued).

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