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...
by Joyce Streithorst | May 15, 2026 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Retirement, Seniors, Tax
What You Need to Know About Successor Beneficiary IRAs Retirement accounts are intended to provide income during one’s retirement and are typically transferred to a beneficiary upon the death of the account owner. But what happens when the beneficiary dies before...
by Frisch Financial Group | May 15, 2026 | Blogs, Financial Planning, In The News, Newsletter
We are proud to share that David Frisch has been named to the Long Island Business News (LIBN) “Long Island Business Influencers: Banking and Finance 2026” list. LIBN notes that the leaders recognized in this year’s influencers list “share a common thread: A belief...
by Dennis Jones | May 14, 2026 | Blogs, Couples, Families, Financial Planning, Newsletter
Building a Strong Financial Foundation Congratulations on the newest member of your family. Welcoming a new baby into the family is an exciting milestone filled with joy, adjustment, and new responsibilities. While parents and grandparents are often focused on...
