Frisch Financial Blog

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Setting Goals When New Year’s Resolutions Begin to Falter

Setting Goals When New Year’s Resolutions Begin to Falter

How you can still accomplish the changes you want to make in 2020 As the excitement of a fresh new decade starts settling into a routine, many people are finding that they are beginning to stumble in their efforts to maintain their New Year’s resolutions. ...

New Tax Laws

New Tax Laws

SECURE Act & Tax Extenders Passed The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th.  It previously passed the U.S. House of Representatives in July 2019 and then the Senate on December...

Philanthropy Life Lessons

Philanthropy Life Lessons

Pass Your Values to Your Grandchildren Money can be used in limitless ways.  Funding retirement, investing in businesses, traveling, purchasing real estate and giving the family members who come after you a head start in life are endeavors on which many people...

Year-End Tax Planning Ideas

Year-End Tax Planning Ideas

Tips to Help You Save As the end of 2019 is approaching, now is the time to review strategies that can help you maximize your tax savings. The Tax Cuts and Jobs Act of 2017, the largest tax law change in 30 years, may have altered the approach you need to take in...

Vetting Charitable Organizations

Vetting Charitable Organizations

Give Wisely this Holiday Season It’s the holiday season and the spirit of giving is in the air. From the familiar sound of a Salvation Army bell ringer asking for your spare change, to local food and clothing drives, there are many simple ways you can lend a helping...

Telephone Scams

Telephone Scams

How You Can Protect Yourself Con artists and scammers alike pose a very real threat to your financial security. With access to the internet and a few keystrokes, it’s possible for almost anyone to learn at least some basic details about complete strangers. If they can...

Finding a Financial Advisor Who is Right for Me

Finding a Financial Advisor Who is Right for Me

All CFPs® are Not the Same According to the U.S. Bureau of Labor Statistics, in 2018 there were approximately 270,000 Personal Financial Advisors in the United States. With so many people referring to themselves as financial professionals, what distinguishes one from...

FAFSA Form

FAFSA Form

What You Need to Know The FAFSA (Free Application for Federal Student Aid) is one of the most commonly misunderstood forms involved in the college financing process, but one of the most important ones to address in a timely manner. During October, with many high...

Protecting Yourself with Travel Insurance

Protecting Yourself with Travel Insurance

Is it worth the additional expense ? Your tickets are booked, your bags are packed and all that’s left to do is count down the days until you head off on that dream trip you’ve been looking forward to. If you worked with a travel agent in planning your trip, it’s...

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