by Jason Sacks | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors
Building a team to help you navigate the financial, legal, medical, and personal decisions ahead A terminal diagnosis brings with it so many heavy layers of emotion. It’s natural to feel incredibly overwhelmed, especially as you are in the early stages of processing...
by Shawn Gallagher | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors, Women
Helping your spouse understand the financial life they may one day need to manage without you In many marriages, one person naturally takes responsibility for more of the household finances. Maybe one spouse pays the bills, manages investments, works with the...
by Joyce Streithorst | Aug 31, 2026 | Blogs, Families, Financial Planning, In The News, Newsletter, Seniors, Women
Recognizing the warning signs and helping someone you love Your mom has been living alone for a few years since your dad’s passing. Your parents took steps to make sure she would be financially secure in his absence, and their plans were successful. Yet even as she...
by David Frisch | Jul 30, 2026 | Blogs, College, Couples, End of Life Planning, Estate Planning, Families, Financial Planning, Investments, Newsletter, Retirement, Seniors, Tax
New Study Highlights the Potential Value of Working With an Advisor When people think about choosing a financial advisor, their first question is often, “Can they help me earn higher returns?” While investment management is certainly an important part of the...
by Frisch Financial Group | Jul 29, 2026 | Blogs, Financial Planning, In The News, Newsletter, Women
This recognition celebrates women making an impact across Long Island. Joyce Streithorst has been recognized as one of Long Island Business News’ Business Influencers: Women Leaders 2026. According to Long Island Business News (LIBN), this year’s honorees are women...
by Eric Manheimer | Jul 23, 2026 | Blogs, College, Families, Financial Planning, In The News, Newsletter
How the New Child Investment Accounts Work Trump Accounts have quickly become a major topic in family financial planning. Designed to help families invest for a child’s future, these new tax-advantaged accounts may include government or private seed...
