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Does the New Tax Law Apply to You?

Does the New Tax Law Apply to You?

by David Frisch | Aug 29, 2025 | Blogs, Financial Planning, In The News, Newsletter, Tax

What You Need to Know In July 2025, a new set of federal tax laws was signed into effect, bringing changes that could affect millions of Americans.  Whether you are a homeowner looking at deductions, a senior managing retirement income, a parent planning for...
Steps to Take Before a Medical Treatment

Steps to Take Before a Medical Treatment

by David Frisch | Jul 24, 2025 | Blogs, Couples, Estate Planning, Medical Diagnosis Planning, Newsletter, Seniors, Women

Practical and Financial Tips to Help You Prepare Learning from your doctor that you will need to schedule a medical treatment can be nerve-racking. Even procedures that are considered “routine” can make us anxious, but the fact is that sometimes we must work through...
Building Charitable Giving into Your Wealth Management Plan

Building Charitable Giving into Your Wealth Management Plan

by David Frisch | Jun 16, 2025 | Estate Planning, Financial Planning, Newsletter, Philanthropy, Retirement, Seniors

Strategies to Consider It can be a very rewarding experience when you donate to charity.  You can feel good about supporting charitable organizations that have missions which are close to your heart while also enjoying tax benefits when you follow rules for...
The Importance of Partnering with a Financial Advisor After a Medical Diagnosis

The Importance of Partnering with a Financial Advisor After a Medical Diagnosis

by David Frisch | May 16, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors

How Your Advisor Can Provide Support If you receive a difficult medical diagnosis, it can be a very stressful and confusing time as you try to understand what seems to be a ton of information being thrown at you all at once. Doctors may have discussions about diseases...
The REAL ID Deadline is May 7, 2025

The REAL ID Deadline is May 7, 2025

by David Frisch | Mar 28, 2025 | Financial Planning, In The News, Newsletter

What You Need to Know About the New Identification Requirements Do you have your Real ID yet?  On May 7, 2025, U.S. travelers must be REAL ID compliant to board domestic flights and access certain federal facilities. If you’ve ever spent time standing in line at an...
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