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...
by David Frisch | Jun 30, 2026 | Blogs, End of Life Planning, Estate Planning, Families, Financial Planning, Newsletter, Seniors
7 Important Steps to Take Before Making Financial Decisions For many people, an inheritance represents much more than a financial transaction. It often carries deep emotional significance. It may be the final gift from a parent, the legacy of a spouse, or the result...
by Frisch Financial Group | Jun 29, 2026 | Blogs, Financial Planning, In The News, Newsletter
Thank You to Our Clients and Community for Your Confidence and Trust We are proud to announce that Frisch Financial Group has been named the Winner in the Wealth Management Firm category of the 2026 Long Island Choice Awards. This recognition is especially meaningful...
by Joyce Streithorst | Jun 22, 2026 | Blogs, Families, Financial Planning, In The News, Newsletter, Seniors
What Every Family Needs to Know A friend recently shared a story that has stayed with me ever since. Just days after losing her husband of nearly 58 years, my friend’s mother, Sarah, was trying to manage the countless tasks that follow the death of a spouse. She was...
