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Blog

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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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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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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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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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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Daniel Fisher | Nov 25, 2021

Think You’re Covered for Travel Abroad? Think Again

Insurance
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people
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Daniel Fisher | Nov 22, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Daniel Fisher | Nov 20, 2021

How Political Climates Affect the Financial Markets

Finance
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what
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Daniel Fisher | Nov 18, 2021

Should You Purchase Car Rental Insurance?

Insurance
Property
Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want to purchase rental car insurance. It’s
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Daniel Fisher | Nov 15, 2021

5 Common Financial Terms - You Probably Should Know

Education
Finance
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your
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Daniel Fisher | Nov 13, 2021

The Power of Compound Interest

Education
Investments
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew
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Northbrook, IL 60062
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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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