by Shawn Gallagher | Mar 27, 2026 | Blogs, Financial Planning, In The News, Seniors, Tax
What Americans Over 65 Need to Know A new federal tax deduction could provide tax relief for many older Americans. Beginning with the 2025 tax season, individuals age 65 and older may qualify for a new $6,000 deduction. What is the new senior tax deduction? The One,...
by Jason Sacks | Mar 27, 2026 | Blogs, In The News, Newsletter, Retirement, Seniors, Social Security
What You Need to Know Social Security scams are increasing across the United States, with fraudsters frequently impersonating government agencies to steal money and personal information. According to the Federal Trade Commission (FTC), there has been a “more than...
by Frisch Financial Group | Mar 2, 2026 | Blogs, Financial Planning, In The News, Newsletter, Women
We are proud to share that Joyce is receiving this prestigious recognition for the 5th consecutive year! After reviewing more than 11,000 qualified nominations, Forbes and SHOOK Research selected advisors based on a rigorous evaluation process that considers both...
by Joyce Streithorst | Feb 27, 2026 | Blogs, Couples, Families, Financial Planning, In The News, Newsletter
What to Review in February to Start the Year Strong February is the perfect time for a quick financial reset. Ask yourself: Are you confident your credit report is accurate? Is your budget actually working — or quietly leaking money? Do you have 3–6 months of expenses...
by Joyce Streithorst | Feb 26, 2026 | Blogs, Couples, Families, Financial Planning, Newsletter
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...
by David Frisch | Feb 25, 2026 | Blogs, In The News, Newsletter, Retirement, Seniors, Tax
What You Need to Know In July 2025, a new set of federal tax laws was signed into effect, bringing changes that could affect millions of Americans. Whether you are a homeowner looking at deductions, a senior managing retirement income, a parent planning for...
