Frisch Financial Blog

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A Look at the Biden Tax Plan

A Look at the Biden Tax Plan

How This Could Impact You As President-elect Joe Biden prepares to take office, and we are quickly nearing the end of 2020, it is important to take note of potential tax law changes and how they may affect some of your end-of-year financial decisions.  Joe Biden has...

Two New 2020-Only Charity Tax Rules

Two New 2020-Only Charity Tax Rules

New Provisions Under the Coronavirus Aid, Relief and Economic Security (CARES) Act As the holiday season approaches, you might be looking toward making a donation to a charitable organization.  For many people, supporting a favorite cause is as much a part of annual...

Are You Due for a Financial Checkup?

Are You Due for a Financial Checkup?

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

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?

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...

College Financial Aid Amid COVID-19

College Financial Aid Amid COVID-19

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 time to...

Joyce Streithorst Named a 2020 Top Wealth Advisor Mom

Joyce Streithorst Named a 2020 Top Wealth Advisor Mom

Working Mother magazine honors Joyce for the fourth consecutive year! Working Mother magazine and SHOOK Research have released their 2020 list of Top Wealth Advisor Moms and for the fourth consecutive year Joyce Streithorst has been included! Financial professionals...

Jason Sacks, CFP®, CFS is a 2020 LIBN Executive Circle Award Honoree

Jason Sacks, CFP®, CFS is a 2020 LIBN Executive Circle Award Honoree

Frisch Financial's Partner and Chief Investment Strategist is Honored by the Long Island Business News The Long Island Business News states that the Executive Circle Awards celebrate “senior level executives who consistently demonstrate remarkable leadership skills,...

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