Blog
Michael Fischer Recognized for Top Performance by Royal Alliance
Michael J. Fischer, CLU, ChFC, CASL, AIF, president and CEO of Client 1st Financial, a member of Osaic Wealth, Inc. (Osaic), recently qualified for the Osaic Royal Court, one of the highest honors that Osaic bestows on financial...
Read MoreAligning Your Values: Incorporating Philanthropy into Financial Planning
70% of Americans say they plan to change their lifestyles in the next year to make a more positive impact on the world. Those who value sustainability may begin shopping local or opting for reusable grocery bags. Meanwhile, donating...
Read MorePlanning for the Future: Charitable Giving and Estate Planning
Philanthropy has a special place in Americans’ hearts. Last year, over 499.33 billion dollars and 8.7 billion hours of time were given to charitable organizations. Philanthropy also has a special place in financial planning. At...
Read MoreTax Benefits of Charitable Giving
Giving has the power to change lives. No matter how big or small the donation, every dollar makes a difference, from giving a child the opportunity to go to school to feeding a family in your neighborhood. Client 1st Financial...
Read MoreTeaching Generosity: Instilling Philanthropic Values in the Next Generation
Recent studies have found that people who participate in philanthropy experience greater overall happiness, lower stress levels, better physical health, and a heightened sense of connection to others. As parents, we strive to...
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Leaving a Lasting Gift: A Guide to Effective Legacy Planning
Legacy planning is about more than just our own lifetime; it involves considering the impact we leave behind for future generations. By shaping our financial resources and aligning our values, we can make a lasting influence. Whether...
Read MoreWhat is Legacy Planning & Why Should You Care About It?
Merriam-Webster defines legacy as “something transmitted by or received from an ancestor or predecessor.” We all have a responsibility to handle our own legacies for those who come after us. They aren’t unique to the...
Read MoreMichael Fischer on WFMZ with Eve Russo
President & CEO, Michael Fischer, was recently on WMFZ 69 News at Sunrise with Eve Russo to discuss legacy planning.Watch the segment here!
Read MoreInvestment Portfolio Tips for Beginners
When you have minimal financial experience, the word “investing” can be daunting, and building an investment portfolio might sound even scarier. An investment portfolio is a collection of assets, including stocks, bonds,...
Read MoreMichael J. Fischer Achieves Prestigious Top of the Table MDRT Qualification
Michael J. Fischer of local Client 1st Financial C1F in Fogelsville, PA has qualified for Top of the Table, a coveted milestone achievement for their membership in the MDRT. Fischer’s membership equips them with tools and...
Read MoreMistakes to Avoid When Saving for Retirement
Saving for retirement throughout your working life is extremely important. Every person does it a little differently, depending on income, hobbies, family situations, and more. Without proper savings, you will likely feel restricted or...
Read MoreThe Pros and Cons of Early Retirement
Retirement: that time we think about for most of our professional lives, wondering what it will be like to have exponentially more downtime, not to have to ask for days off, and to do the things you enjoy most. When work has been a...
Read MoreClient 1st Financial President & CEO Steps into Leadership Role of Bethlehem Board
As a local financial firm, Client 1st Financial (C1F) heavily emphasizes charitable giving and community service. The firm’s leadership team shares the same values. Michael J. Fischer, C1F president and CEO, has recently been...
Read MoreHow to Raise Financially Responsible Children
For most children, money is an abstract concept. Maybe they equate it with swiping a card or receiving a birthday gift, but they probably lack an understanding of financial decisions, savings, and its real value. By teaching them...
Read MoreBenefits of Charitable Giving
At Client 1st Financial, we firmly believe in the importance of supporting those in our community, so much so that philanthropic planning is one of our four primary services. We see it as a crucial way to use your capital for causes...
Read MoreClient 1st Financial Provides Funds to Grant for Bethlehem Nonprofit
Client 1st Financial (C1F) has contributed $35,000 to New Bethany Ministries (NBM) through Pennsylvania’s Neighborhood Assistance Program (NAP). As the lasting effects of the COVID-19 pandemic continue to affect the Lehigh Valley...
Read MoreRoyal Alliance Associates Recognizes Local Financial Professional for Exceptional Performance
Fogelsville, PA (June 5, 2022) Michael J. Fischer, CLU, ChFC, CASL, president and CEO of Client 1st Financial, a member of Royal Alliance Associates (RAA), recently attended the Royal Alliance Associates Royal Court Meeting at the...
Read MoreClient 1st Foundation Announces 2021 Award Recipients
Michael J. Fischer, CLU, ChFC, CASL, AIF, President and CEO of Client 1stFinancial, and a member of Royal Alliance Associates (RAA), recently announced the 2021 Client 1st Foundation grant awardees. Recipients were nominated by clients...
Read MoreMichael Fischer Recognized for Top Performance by Royal Alliance Associates
Michael J. Fischer, CLU, ChFC, CASL, AIF, President and CEO of Client 1st Financial, a member of Royal Alliance Associates (RAA), recently qualified for the Royal Alliance Associates Royal Court, one of the highest honors that RAA...
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