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At Fisher & Wiens Wealth Management

We put our collective knowledge and experience to work for you.  We seek to uncover opportunities for our clients that many advisors may overlook or do not have access to.  Our goal is to help our clients protect, manage, grow, and transition a lifetime of wealth.
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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Building Your Legacy

A four-step framework for building a personal legacy.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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