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...
by Joyce Streithorst | Feb 26, 2026 | Blogs, Couples, Families, Financial Planning, Newsletter
Is it worth the additional expense? Your tickets are booked, your bags are packed and all that’s left to do is count down the days until you head off on that dream trip you’ve been looking forward to. If you worked with a travel agent in planning your trip, it’s...
by David Frisch | Feb 25, 2026 | Blogs, In The News, Newsletter, Retirement, Seniors, Tax
What You Need to Know In July 2025, a new set of federal tax laws was signed into effect, bringing changes that could affect millions of Americans. Whether you are a homeowner looking at deductions, a senior managing retirement income, a parent planning for...
by Joyce Streithorst | Jan 29, 2026 | Blogs, Financial Planning, In The News, Newsletter
The Time to Get Ready is Now Last week, a severe winter storm brought heavy snow, sleet, and freezing rain to hundreds of millions of Americans and nearly one million were left without power as of Sunday, January 25th. As of this writing, “dangerously cold air”...
by Jason Sacks | Jan 29, 2026 | Blogs, End of Life Planning, Estate Planning, Newsletter, Seniors
Pet Trusts “Dogs have given us their absolute all. We are the center of their universe. We are the focus of their love and faith and trust. They serve us in return for scraps. It is without a doubt the best deal man has ever made.” – Roger A. Caras Many...
