by Joyce Streithorst | Sep 1, 2017 | Financial Planning, Retirement, Tax
We want to help you decide whether to Roth or not when creating retirement plans. Here at Frisch Financial Group, we are often asked the question of whether or not retirement plan contributions should be made to a Roth. Unfortunately, there is no one blanket answer...
by Joyce Streithorst | Aug 1, 2017 | College, Financial Planning
We want to inform you about saving for your child’s college education with 529 plans. Congratulations, you just had a baby or know someone who did….is it too early to start thinking about saving for college? College costs are astronomical and are forecasted to...
by Joyce Streithorst | Jul 14, 2017 | Investments
We discuss Passive vs. Active Investment Management and the factors, like forecasts and statistics, that make the best strategy for you. Over the past few decades, there has been an ongoing debate over which investment style works best…active vs. passive management....
by Joyce Streithorst | Mar 22, 2017 | Tax
We share tips for preparing your 2016 taxes with retirement accounts, education credits and deductions & contributions. As the tax deadline is approaching, what can you do now to help save taxes for 2016? Even though we are now in 2017, as you are preparing to...
by Joyce Streithorst | Mar 22, 2017 | Financial Planning, Retirement
We show you if early retirement is right for you with advantages & disadvantages like benefits, savings, and retirement. Retiring early is a big decision that must be carefully considered. There are many advantages and disadvantages associated with early...
