Inheriting an Inherited IRA

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...

David Frisch Honored as One of LIBN’s Most Influential in Banking and Finance

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...

Financial Planning Considerations for New Parents and Grandparents

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...

What Happens When You Inherit an IRA?

by Shawn Gallagher | Apr 30, 2026 | Blogs, Financial Planning, Newsletter, Tax

What You Need to Know Inheriting an IRA often raises important questions about what happens next. From required withdrawals to timing rules, there are several factors you need to consider.  At first, it can feel confusing and complicated, but once you understand the...

What Documents Do You Need After a Medical Diagnosis?

by Joyce Streithorst | Apr 30, 2026 | Blogs, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter

A Guide to Advance Medical Directives and Medical Orders When you or a loved one receives a serious medical diagnosis, whether sudden or long anticipated, it can bring a wave of uncertainty that touches every part of life.  It is natural to want as much information as...

Do You Qualify for the New $6,000 Senior Tax Deduction?

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,...