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...
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...
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...
