Fischer Wealth Management

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Pewaukee, WI
Fischer Wealth Management

Fischer Wealth Management is an independent wealth management company located in Pewaukee, WI. Securities offered through Regulus Financial Group, LLC.

Fischer Wealth Management is an independent wealth management company. Our team of financial advisors is committed to serving the financial requirements of our clients. Our mission is to ensure that our clients achieve what matters most in their own lives. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, a SEC registered investment advisor. Regulus Fi

nancial Group, LLC and Regal Investment Advisors are affiliated entities. Fischer Wealth Management is independent of Regulus Financial Group, LLC and Regal Investment Advisors. Registration with the SEC does not imply any level of skill or training.

01/26/2024

Constantly hearing about the Fed but unsure what it does? Explore its purpose, how it functions, why its meetings matter, and how its decisions impact your personal finances.

Dominating headlines over the last few years, the Fed has been front and center of the financial world, but what exactly does the Fed do? Here, we ex...

11/03/2023

Curious about equity compensation? Learn about the different types of equity compensation and how they work.

Presented by Trevor Kurth, CFP®Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward...

10/27/2023

Knowing how your Social Security benefits will be taxed is an important part of planning for retirement. Learn more about Social Security benefit taxation here.

Presented by Trevor Kurth, CFP®Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these ben...

10/20/2023

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Presented by Trevor Kurth, CFP®Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medi...

06/16/2023

Estate Tax is set to return to pre-2018 levels in 2026. Is your strategy prepared for possible changes?

Presented by Trevor Kurth, CFP®Are you thinking about your taxes and financial strategies for 2026? Maybe you haven't thought that far ahead yet, but ...

04/17/2023

Considering Retirement? Let's talk about retiring well. Join Trevor Kurth, CFP® as we navigate some of retirees' most asked questions. This is a free local event best suited for those approaching or just in retirement. Drinks will be sponsored by Fischer Wealth Management.

When: May 4th, 6:30pm-7:30pm
Where: Hop Harvest and Vine - 2205 Silvernail Rd, Pewaukee, WI 53072

Considering Retirement? Let's Talk About Retiring Well.May 4, 2023 6:30-7:30pm at Hop Harvest and Vine. (Connected to Good Harvest Market)2205 Silvern...

03/24/2023

Do you have employer-issued stock? If so, you're going to want to understand how to use a net unrealized appreciation strategy in your investment portfolio!

Presented by Trevor Kurth, CFP®Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happe...

03/16/2023

There may be parallels between your bracket selection and investing.

Presented by Trevor Kurth, CFP®March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full...

03/10/2023

Confused about tax filing deadlines for 2023? What about possible deductions? This infographic will help you keep track of the important dates and figures you need for the year ahead.

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03/03/2023

The "4% rule" is a handy guideline for retirement income planning, but does it hold up?

Presented by Trevor Kurth, CFP®One of the biggest challenges of planning for retirement is figuring out how much you can spend during your golden year...

02/22/2023

Retirement changes everything. Has your money mentality changed with it?

Presented by Trevor Kurth, CFP®Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Ther...

02/03/2023

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

Presented by Trevor Kurth, CFP®In a 2022 survey, 35% of workers reported they were either “not too” or “not at all” confident that they would have eno...

Address

N27W23957 Paul Road Suite 102
Pewaukee, WI
53072

Telephone

+12629018315

Website

http://www.fischerwm.com/, http://fischerwm.com/disclosures

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