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Are You Due for a Financial Checkup?

Are You Due for a Financial Checkup?

by Joyce Streithorst | Nov 2, 2020 | Couples, Financial Planning, Seniors, Women

Lessons Learned from the Coronavirus Pandemic When COVID-19 began impacting the United States during early 2020, many Americans were left feeling blindsided.  Businesses suddenly closed, kids were unable to go to school, and people from all walks of life became...
529 College Savings Plans & College Refunds During COVID

529 College Savings Plans & College Refunds During COVID

by Joyce Streithorst | Oct 30, 2020 | College, In The News, Tax

How to Avoid Penalties if You Received a Refund from Your Student’s College As a result of the COVID-19 pandemic, schools everywhere needed to adapt to how they were able to provide an education to their students.  During the spring of 2020, many colleges had no...
Why Is It So Hard to Talk About Money?

Why Is It So Hard to Talk About Money?

by Joyce Streithorst | Oct 9, 2020 | Estate Planning, Families, Financial Planning, Philanthropy, Seniors

Break the Taboo and Help Your Family to Succeed Have you talked about your financial values with your future heirs?  Have you shared some specifics about your portfolio with your adult children? Have you had an open discussion about any of the details of your finances...
College Financial Aid Amid COVID-19

College Financial Aid Amid COVID-19

by Joyce Streithorst | Oct 6, 2020 | College, Financial Planning

Why You Shouldn’t Wait Too Long to Complete the FAFSA If your child is a senior in high school, or already a college student, this is an important time of year.  Financial aid for next year’s tuition costs might seem like a distant concern, but now is the...
Frisch Financial is Named One of the Best Financial Advisors in New York

Frisch Financial is Named One of the Best Financial Advisors in New York

by Joyce Streithorst | Aug 19, 2020 | In The News

AdvisoryHQ Includes Frisch on Their 2020 List of the “Top 12 Best Financial Advisors in New York, NY” “With the goal of protecting and preserving wealth, while also providing clear guidance in complex financial situations, Frisch Financial Group earn a...
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445 Broad Hollow Road
Suite 215
Melville, NY 11747
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