The Power of Compound Interest Where Is the Market Headed? Retiring the 4% Rule Fiduciary Services The Cycle of Investing Events on Wall Street Perception vs. Reality The Other Sure Thing Choosing a Mortgage The Facts About Income Tax The Cost of Procrastination Social Security: By the Numbers
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Managing your wealth effectively can be an overwhelming task. Partnering with the right firm is a critical step towards helping you pursue your financial goals. Chris Fusco, Terry Riley and Mark Reismeier, the partners in Fusco Riley Reismeier Financial Group, LLC, offer you the knowledge, experience and resources necessary to make prudent decisions.

We offer the following co-fiduciary services to retirement plan sponsors.  ERISA 3(21) Fiduciary Advisor and 3(38) Investment Manger.  To learn more click here.

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement 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.

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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Perception vs. Reality

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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