FISCHER FINANCIAL SERVICES
The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the…
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When you show others that you deeply understand their positions and where they’re coming from, you demonstrate empathy—which can help you get the results you’re looking for. Time for a…
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Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many…
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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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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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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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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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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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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…
read moreSince 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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