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Fischer Financial

The Surprising Power of Connectedness Fischer Financial
The Surprising Power of Connectedness
598 399 Fischer Financial

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can…

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Fischer Financial Credit Card Rewards
Navigating Credit Card Rewards During COVID-19 Times – and Beyond
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The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and…

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Fischer Financial Life Insurance
3 Reasons Life Insurance should be part of your Wealth Plan
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Life insurance-based strategies can help you if you’re a business owner, if you’re trying to build a sizable estate, or if you want to help preserve that estate. This report…

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Family Constitution
“We, the Family”: The Benefits of a Family Constitution
592 400 Fischer Financial

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts…

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Power of Purpose
The Power of Purpose in Reaching Audacious Goals
594 399 Fischer Financial

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their…

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Family Business
Finding the Right Amount of Family Business Conflict
800 500 Fischer Financial

Being a family enterprise advisor (FEA) allows me to work with business families in a special capacity as trusted advisor for the family. An area I see frequently is inner…

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Investment Update: Why actively re-balancing portfolios has been the priority
590 272 Fischer Financial

We are actively re-balancing based on market circumstances. The following is an example of what we expect our portfolio manager partners to be doing for our clients: In late 2019…

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Fischer News Header
Now is the time: Review your Estate Plan
599 162 Fischer Financial

The COVID-19 pandemic is an unprecedented event. It’s giving us time to reflect on the importance of family — including giving our family the legal tools to help if and…

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COVID-19: What Fischer Financial would like you to know
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Since the start of my career as a financial planner this is the 4th significant pull back in the financial markets. We recommend portfolio managers have a balanced, dividend strategy…

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Fischer Financial Services newsletter
November News
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Check out our latest newsletter! In this issue, we wanted to share a couple of new tools that we believe will be of great value to our clients, what we’re…

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