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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...
An Executor’s Guide to Managing Responsibilities Without Becoming Overwhelmed

An Executor’s Guide to Managing Responsibilities Without Becoming Overwhelmed

by David Frisch | Feb 28, 2025 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors

Practical Tips to Help You Meet Your Duties While Reducing Stress When a friend or family member asks if you would be the executor on their estate, it can bring some mixed feelings. On one hand, the fact that they came to you suggests that they trust in you and your...
Navigating Healthcare Costs in End-of-Life Planning

Navigating Healthcare Costs in End-of-Life Planning

by David Frisch | Jan 28, 2025 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors

The healthcare needs that we will develop as we near the end of our lives will be different from person to person. Some of us will age gracefully into our senior years and be fortunate to enjoy relatively good health. Others among us will deal with illness that can...
Frisch Financial Group Celebrates 25th Anniversary

Frisch Financial Group Celebrates 25th Anniversary

by David Frisch | Jul 31, 2024 | Financial Planning, In The News

A Vision Realized A letter from David Frisch, Founder and CEO It is with great pride and gratitude that I write this letter to mark the 25th anniversary of Frisch Financial Group. As the founder and CEO, I have been front-row to the remarkable growth and...
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