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Building Stability: Wealth Management for Widows and Widowers

Building Stability: Wealth Management for Widows and Widowers

by Jason Sacks | Oct 29, 2025 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors

MAKING DECISIONS WITH CONFIDENCE Grieving the loss of a spouse can be one of the most overwhelming experiences you may ever go through. Regardless of the circumstances under which your loved one passes, nothing can prepare you for the emotions you may feel. To make...
Gifting Strategies

Gifting Strategies

by Shawn Gallagher | Oct 21, 2025 | Blogs, Financial Planning, Newsletter, Philanthropy, Tax

Making the Most of Your Gifts and Donations to Charities As we are entering the last few months of 2025, many of us will take some time to reflect on what we have accomplished over the last twelve months and set new intentions for 2026. The end of the year also brings...
Frisch Financial Group Earns 13th Consecutive Women’s Choice Award®

Frisch Financial Group Earns 13th Consecutive Women’s Choice Award®

by Frisch Financial Group | Oct 16, 2025 | Financial Planning, In The News, Newsletter

Recognizing Our Commitment to Serving the Financial Needs of Women We are pleased to share that Frisch Financial Group has once again received the Women’s Choice Award® for Financial Advisors.  With the 2025 recognition, this marks the 13th consecutive year...
Preventing Check Fraud

Preventing Check Fraud

by Joyce Streithorst | Sep 30, 2025 | Blogs, Financial Planning, In The News, Newsletter

What You Need to Know About Safeguarding Your Accounts The FBI and the United States Postal Inspection Service (USPIS) recently issued a public service announcement warning that mail theft-related check fraud is on the rise.  Criminals get their hands on legitimate...
Frisch Voted Best Wealth Advisors in LIBN’s 2025 Reader Ranking Awards

Frisch Voted Best Wealth Advisors in LIBN’s 2025 Reader Ranking Awards

by Frisch Financial Group | Sep 30, 2025 | Financial Planning, In The News, Newsletter

Frisch Financial Group is the Top Winner – Five Years in a Row! For the fifth consecutive year, Frisch Financial Group has been voted “Best Wealth Advisors” in the Long Island Business News (LIBN) Reader Ranking Awards!  This annual competition recognizes the...
How to Address Expenses After a Medical Diagnosis

How to Address Expenses After a Medical Diagnosis

by Jason Sacks | Sep 30, 2025 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter

Where should you begin? We can do our best to plan for many things in life, but sometimes moments arrive that catch us off guard.  Receiving a new medical diagnosis can be one of those times. Your doctor may start providing you with lots of information, which in turn,...
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