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Blog

Daniel Fisher | Dec 23, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Woman holding coins in hands.
Daniel Fisher | Dec 20, 2021

Retained Life Estate: Open the Door to Tax Charitable Deductions

Education
Estate Planning
Tax Planning
Real Estate
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
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Hospital hallways.
Daniel Fisher | Dec 18, 2021

What are Disabilities Policies and Why Would You Need One?

Education
Insurance
Disability
The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Daniel Fisher | Dec 16, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Business person pointing at laptop screen.
Daniel Fisher | Dec 13, 2021

Insuring Lifetime Income Sufficiency with a Split Annuity

Retirement
Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations.  Deferred annuities have been a solid way to accumulate retirement
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Married couple a bench staring at ocean.
Daniel Fisher | Dec 11, 2021

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Dad holding children in field.
Daniel Fisher | Dec 9, 2021

Term vs. Permanent Life Insurance: What You Need to Know

Education
Insurance
Family
All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down
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Wing of plane in sky.
Daniel Fisher | Dec 6, 2021

Game of Life: Financial Planning At Every Age

Education
Finance
Family
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds
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Calculator with financial numbers.
Daniel Fisher | Dec 4, 2021

All Gain with no Pain? What You Need to Know About Indexed Annuities

Investments
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed
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Daniel Fisher | Dec 2, 2021

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Robot with computer.
Daniel Fisher | Nov 29, 2021

Financial Advisors vs. Robo Advisors - Which Is Worth It?

Finance
Robo Advisors
What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly
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Married couple a bench staring at ocean.
Daniel Fisher | Nov 27, 2021

When Life Insurance Makes Financial Sense in Retirement

Insurance
Retirement
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any
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Office

707 Skokie Blvd
Suite 600
Northbrook, IL 60062
United States

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847-205-9300

dan@fisherfinancialgroupllc.com

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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