Frisch Financial Blog

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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 choose...

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...

Ten Tips for New College Graduates

Ten Tips for New College Graduates

Do you have a plan for financial success? As you think back on your years in school, at times it may have felt like graduation day would never arrive, but now in retrospect you may ask yourself – Where did the time go? Many people could say the same thing about their...

Legal Documents for your 18-Year-Old

Legal Documents for your 18-Year-Old

What forms do you need for permission to assist your adult child? Your “baby” is turning 18. Such a milestone! He/she is now considered an adult and with that comes many new responsibilities. As parents, we want to continue to be there for our children as they strike...

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