Blog Posts

Portage County Farmers Market
08Apr

Retirement Planning: Dig a Little Deeper

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® We work with a substantial amount of people throughout the course of a year who are actively planning (continued).

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01Apr

Unexpected Money

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When you see the words unexpected money you may conjure a vision of the person who wins the (continued).

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25Mar

Inheriting Accounts

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a conversation with a funeral director recently about the overwhelming feelings people have when they lose (continued).

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25Mar

Sorting Through Long Term Care Planning

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Big decisions in life can be intimidating.  Some people are great at planning, while others procrastinate.  Sometimes we (continued).

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14Mar

Your Greatest Risk may be Your Own Behavior

By Portage County Business Council

What do you think of when you hear the word “Risk”?  When I ask that question to a client or prospective client, the answer is usually market losses in an investment. 

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11Mar

February Digital Voice

By Portage County Business Council

Check out the latest digital magazine  to find out about upcoming events and to see an update from the Annual Dinner that was held at the end of the month! (continued).

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11Mar

Should I Work with an Advisor?

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary I met with a younger couple recently for an initial consultation.  They reached out to me with questions (continued).

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