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Sarah Fisher

Retirement and Investing Expert

Sarah Fisher has been researching and writing about business and finance for years. She has worked for the Consumer Financial Protection Bureau and her work has appeared on Business Insider and Yahoo Finance. Sarah has a bachelor's degree from Georgetown University and is from New York City. When she isn't writing finance articles, she dabbles in animation and graphic design.

Posts by Sarah Fisher:

by Sarah Fisher Jan 24, 2020

Doing your taxes isn’t easy, and not everyone can afford professional help. There are many different free options that you may be able to use. Their availability depends on your age, income, military status, and filing needs. Here’s how to get free tax help, either online, on the phone, or in person. Read more

by Sarah Fisher Jan 22, 2020

Buying a vacation home might seem like the getaway that you’ve always dreamed of. But you should be aware of all that can go into buying and owning one. You’ll need to consider factors like whether you already own a home, whether you intend this to be an investment or just a getaway, what it will cost you and more. Read more

by Sarah Fisher Jan 21, 2020

A $5 million nest egg can last you decades, especially if you make smart investments that prioritize income generation. That requires a specific type of investment strategy, one that involves putting together a collection of assets that will generate the highest possible income for the lowest possible risk. Here is an overview of what to invest in to get steady, substantial income. Read more

by Sarah Fisher Jan 21, 2020

There is a wide range of investment options available to someone with $20,000 to invest, including mutual funds and individual securities. There are also good uses for money that go beyond what we… Read more

by Sarah Fisher Jan 10, 2020

Financial advisors can earn a range of certifications and designations indicating their specialty and expertise. Two popular designations are CFA (chartered financial analyst) and CIMA (certified… Read more

by Sarah Fisher Jan 08, 2020

A charitable gift annuity allows you to donate money to a non-profit, such as your alma mater. Planned giving can include charitable gift annuities. You can give back and get tax benefits. Meanwhile,… Read more

by Sarah Fisher Jan 03, 2020

Whole life insurance covers you for the rest of your life, but universal life insurance offers much more flexibility. They are both types of permanent life insurance, which means they have a cash… Read more

by Sarah Fisher Dec 31, 2019

American stocks trade primarily on the New York Stock Exchange and NASDAQ. The NASDAQ has a reputation as a more high-tech exchange. Meanwhile, the New York Stock Exchange, or NYSE, has a stodgier,… Read more

by Sarah Fisher Dec 31, 2019

Not all retail investors have the time or inclination to manage their own portfolio of stocks and bonds. In addition, paying a professional to assess their needs and guide them as they buy and sell… Read more

by Sarah Fisher Jan 15, 2020

Governments often influence the economy through fiscal and monetary policy. A central bank, such as the Federal Reserve in the United States, typically sets monetary policy. National governments,… Read more

by Sarah Fisher Jan 08, 2020

The Securities & Exchange Commission (SEC) regulates much of the U.S. financial industry. This guide goes over the most prominent rules that the SEC enforces. Many of these regulations are focused on… Read more

by Sarah Fisher Dec 23, 2019

Taxes can have a major impact on your financial and investing plans. Planning ahead for these costs can make your financial plan much more tax efficient. While many people only think about taxes when… Read more

by Sarah Fisher Dec 17, 2019

Uniform Probate Code ideally standardizes the various state laws relating to wills and trusts. It also ideally simplifies the probate process. However, only a handful of states have use it.  Probate… Read more

by Sarah Fisher Dec 15, 2019

Before it was retired in 2018, the Series 62 license was one of the most common certifications among financial professionals, allowing them to become registered representatives authorized to trade… Read more

by Sarah Fisher Dec 13, 2019

The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides graduate degree, non-degree and continuing… Read more

by Sarah Fisher Dec 09, 2019

Passing the Series 86 exam — also known as the Research Analyst Qualification exam — is necessary for anyone who wants to work as research analyst for a broker-dealer member of the Financial Industry… Read more

by Sarah Fisher Dec 08, 2019

Tax professionals designated as accredited tax preparers (ATP) can help ensure an individual’s returns are up to the standards of the IRS. By passing an exam, the national ATP credential demonstrates… Read more

by Sarah Fisher Jan 21, 2020

A Series 52 certification lets professionals trade municipal securities. Also known as the Municipal Securities Representative Qualification Examination, it’s one of the first steps toward a career… Read more

by Sarah Fisher Jan 15, 2020

The Series 82 gives its holder the authority to conduct private securities transactions, among other activities. The exam is also known as the Private Securities Offerings Representative Exam.… Read more

by Sarah Fisher Dec 03, 2019

The vast majority of American workers pay in to the country’s Social Security system through payroll taxes. These taxes provide retirement and disability income, as well as death and survivorship… Read more

by Sarah Fisher Nov 27, 2019

Millions of Americans retire each year and the financial services industry is trying hard to meet demand. To that end, many advisors have specialized by earning professional certifications that… Read more

by Sarah Fisher Nov 27, 2019

With millions of people living into their 70s, 80s and 90s, the costs of healthcare, long-term care, aides and nursing homes are straining finances in many families. In response to this chronic… Read more

by Sarah Fisher Nov 19, 2019

A certified financial education instructor, or CFEI, has undergone advanced training in teaching money management skills to people from all walks of life. To earn a CFEI designation, candidates must… Read more

by Sarah Fisher Jan 08, 2020

If you’re a business owner, you’ll most likely be facing many complicated decisions when it comes time to retire — after all, selling a business is a major life event. To help you navigate this… Read more

by Sarah Fisher Nov 18, 2019

Retirement planning is a worthwhile effort at any stage of your career. But if you’ll soon need to decide when to start drawing Social Security payments, having a plan is urgent. A National Social… Read more