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 Identity Theft Advisory

There are many identity theft “protection” products for sale, some marketed by insurance salespeople, which only provide limited services after the fact and/or notification. One should not expect any timely resolution even with the necessary involvement of an attorney.

It is best to be proactive using the information above.

If your company or community group desires to have a proactive informational campaign, I can help you set such a program up and provide free FTC approved brochures, literature, and scripts.

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