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.
Rightsizing for Retirement
What does your home really cost?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Knowing your options when a CD matures can help you make a sound investment decision.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Do you have an estate strategy? You should.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Calculating your potential Social Security benefit is a three-step process.
A four-step framework for building a personal legacy.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
If you died, what would happen to your email archives, social profiles and online accounts?