Corporate

Is Your Pet Part of Your Estate Plan?
600 400 Fischer Financial

Key Takeaways: Define how you want your pet taken care of and choose a pet caregiver. Pet care agreements and trusts are two formal ways of ensuring your pet will…

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Should You Have a Family Bank?
600 400 Fischer Financial

Key Takeaways: A family bank is a formal legal entity that a family sets up, with rules that govern how family members can access family funds. Family banks often are…

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It May Be Time To Give Your Wealth Plan a Stress Test
600 400 Fischer Financial

Key Takeaways: Stress testing can help you see if your strategies are still likely to do what you expect them to do. When your personal situation changes—or there are big…

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Five Big In-Retirement Money Mistakes—and How To Avoid Them
900 600 Fischer Financial

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that fits your situation. Don’t turn…

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Family Harmony: Do You and Your Kids See Eye to Eye?
600 400 Fischer Financial

Key Takeaways: Founders of family businesses and single-family offices care more about family harmony then do their heirs. Professionals—from psychologists to wealth managers—can help families build better relationships. Families themselves…

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Think Different: Mindsets of the Highly Successful
600 400 Fischer Financial

Key Takeaways: The connection between our mindset and our results is strong. Look for abundance, not scarcity, when assessing opportunities. Pursue lifelong learning—and teach others what you know. “Change your…

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When Financial Uncertainty Rears Its Ugly Head
1024 683 Fischer Financial

Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may…

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What Are Your Biggest Financial Concerns?
800 307 Fischer Financial

It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to…

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Cyber Security
Cybersecurity: Are You Protecting Your Technology – and Yourself?
1024 683 Fischer Financial

  KEY TAKEAWAYS: Multifactor authentication is a critical but underused tool to protect against bad guys. Phishing attempts have gotten very sophisticated and require a discerning eye. Businesses need recovery…

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Goal Setting
Here’s How Successful People Set Goals for Themselves
600 400 Fischer Financial

KEY TAKEAWAYS: Having a vision that causes you some discomfort and uncertainty can challenge your existing thinking and foster innovation. Be sure to set goals that have a large upside…

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