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.


Michael's Recommended Financial Library

The Intelligent Investor
by Benjamin Graham
Hardcover
Powells.com
Why Wills Wont Work
by Armond Budish
Hardcover
Powells.com
Get Whats Yours Revised & Updated The Secrets to Maxing Out Your Social Security
by Laurence J Kotlikoff, Philip Moeller, Paul Solman
Hardcover
Powells.com
Security Analysis: Sixth Edition, Foreword by Warren Buffett
by Graham, Benjamin and Graham Benjamin and Dodd David
Hardcover
Powells.com
William F Sharpe: Selected Works
by Sharpe, William F.
Hardcover
Powells.com
FULL DISCLOSURE: I am a partner with Powell's bookstore. Should you purchase any through these links I will earn a modest commission. However, simply copy the ISBN which is thirteen numbers in length and you may search for the same book from any other book vendor. Should any apply to your specific financial situation, you will find each worthwhile and valuable in and of themselves.

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