Michael J. Schussele, C.P.A.

M.A., Registered Investment Advisor, Fee-Only

My professional publications and blogs at The Pursuit of Financial Happiness ™ have been recognized, linked, and republished by Economist's View, naked capitalism,
Credit Writedowns, and Advisor Perspectives, among others, as well as academically cited.
I do my own macroeconomic and financial research and I do not portray third party information as my own.

Under Illinois Law ((215 ILCS 5/500-15)) it is a Class 4 Felony to give insurance advice/analysis without an insurance license whether one sells or not. An Investment Advisor Representative, whether fee-only or not, has a direct fiduciary duty to provide such an analysis and/or advice in retirement, financial, and estate planning and such advice is not incidental. Beware if any “fee-only” advisor tells you otherwise. You should report them to the Illinois Department of Insurance, the appropriate State's Attorney, and the Illinois Attorney General.


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Free Tax Research (Archives)

Free Tax Research (Georgetown Law)
I do tax planning. I do not have the time to do tax preparation.

Beware:

"financial advisers" who use tax preparation to identify and establish an affinity relationship with financial sales prospects.

Retirement Help is One Click Away!


General Information from MarketWatch

AARP Savings Calculator

Bloomberg Retirement Calculator

Financial Industry Regulatory Authority Retirement Calculator

Michael's Calculator Advice




Do It Yourself Financial Planning


If you wish to attempt your own business and personal financial planning, use either the

BUSINESS TOOLKIT (from www.bizfilings.com) and/or the

FINANCIAL TOOLKIT (also from www.bizfilings.com) links.

Please understand my efforts would be far more thorough and rigorous.


My professional publications and blogs can be found at The Pursuit of Financial Happiness ™.
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