• Client Center
Frisch Financial Group
  • Home
  • About Frisch
    • About Frisch
    • Team
  • What We Do For You
    • Investment Management
    • Financial Planning
    • Wealth Management
  • Our Clients
    • Families
    • Women
    • Retirees
    • Widows/Widowers
    • End of Life Planning
    • Trust/Trustee
    • Medical Diagnosis Planning
    • Business Owners
    • Senior Business Executives
  • Insights
  • Awards & Media
    • Awards
    • Media
  • Contact
  • Client Center
Select Page
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...
Is End of Life Planning More Than Estate Planning?

Is End of Life Planning More Than Estate Planning?

by David Frisch | Jun 26, 2024 | Couples, End of Life Planning, Estate Planning, Families, Financial Planning, Seniors

One of the hardest things that any of us ever has to face is losing a loved one. Regardless of whether that person’s passing is a result of a difficult illness, is untimely, or comes gracefully after a long, full life, the absence we are left to deal with can be...
Tips for Discussing Finances and Retirement with Your Loved Ones

Tips for Discussing Finances and Retirement with Your Loved Ones

by David Frisch | May 22, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Retirement, Seniors

If the thought of talking about money or retirement planning with your family makes you uncomfortable, you’re not alone. Many Americans shy away from discussions about their personal finances for various reasons ranging from the desire to avoid tension or competition...
« Older Entries
Next Entries »

Categories

  • Blogs
  • Case Studies
  • College
  • Couples
  • End of Life Planning
  • Estate Planning
  • Families
  • Financial Planning
  • In The News
  • Investments
  • Medical Diagnosis Planning
  • Newsletter
  • Philanthropy
  • Retirement
  • Seniors
  • Social Security
  • Tax
  • Women

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808

@2020 - 2025 Frisch Financial Group | All Rights Reserved
Client Center | Contact | Disclosures | Privacy Policy & Terms | Accessibility | Site Map | Forms ADV & CRS
We use cookies to ensure that we give you the best experience on our website. By continuing to browse or closing this banner, you indicate your consent to our use of cookies.Ok