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  • FIRM OVERVIEW
    • President’s Message
    • Key Executives
    • Investment Philosophy
    • Investment Process
    • Risk Management
    • Investment Performance
    • Professional Investment Manager
    • Community Outreach
  • INVESTMENT SERVICES
    • Individual Investors
    • Widows
    • Professional Athletes
    • Institutional Investors
  • WHAT MAKES US DIFFERENT
  • EDUCATIONAL INFO
    • Form ADV Part 3
    • Protecting Yourself From Investment Fraud
    • What You Need to Know About Robo-Advisors
    • Due Diligence
    • Privacy Policy
  • CONTACT
    • Contact Us
    • Retirement Plan Participant
  • BLOG/NEWS

Daily Archives: July 17, 2018

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Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

Fischer Financial, Personal Investment, Retirement & Family PlanningBy tbaldwinJuly 17, 2018

By Michael Cherewka, Esq. Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. While there are many types of trusts, the major distinction between…

10 Types of Trusts: A Quick Look

Business Investment, Fischer Financial, In The News, Personal Investment, Retirement & Family PlanningBy tbaldwinJuly 17, 2018

By Michael Cherewka, Esq. Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  Here’s a look at the basics of ten common trusts to provide a general understanding. All you need to do when meeting with an estate planning attorney is share your goals and insight into your family…

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