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Building Charitable Giving into Your Wealth Management Plan

Building Charitable Giving into Your Wealth Management Plan

by David Frisch | Jun 16, 2025 | Estate Planning, Financial Planning, Newsletter, Philanthropy, Retirement, Seniors

Strategies to Consider It can be a very rewarding experience when you donate to charity.  You can feel good about supporting charitable organizations that have missions which are close to your heart while also enjoying tax benefits when you follow rules for...
Does Social Security Have an Accurate Record of Your Earnings History?

Does Social Security Have an Accurate Record of Your Earnings History?

by Shawn Gallagher | Jun 7, 2025 | Blogs, Couples, Estate Planning, Financial Planning, Newsletter, Retirement, Seniors, Social Security

How to Make Sure You Are Getting Credit for All You Have Earned Whether you have spent many years working for the same employer, are self-employed, or have switched careers and worked in multiple fields, it is important to make sure that Social Security has a complete...
What is a Trusted Contact and Do You Need One?

What is a Trusted Contact and Do You Need One?

by Joyce Streithorst | May 16, 2025 | Couples, Estate Planning, Families, Financial Planning, Newsletter, Seniors, Women

What You Need to Know There are times in life when we may be hard to reach, whether by choice or due to circumstances. You might be on a long-awaited dream vacation and intentionally “unplugged,” enjoying time away from calls and messages. Or you could be in a remote...
Forbes Names David Frisch to Best-in-State Wealth Advisors Ranking

Forbes Names David Frisch to Best-in-State Wealth Advisors Ranking

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

2025 marks the 6th year that David has received this impressive recognition! Each year, the number of nominations that Forbes and SHOOK Research receive to be considered for their annual ranking of Best-in-State Wealth Advisors grows. This year they received over...
The Importance of Partnering with a Financial Advisor After a Medical Diagnosis

The Importance of Partnering with a Financial Advisor After a Medical Diagnosis

by David Frisch | May 16, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors

How Your Advisor Can Provide Support If you receive a difficult medical diagnosis, it can be a very stressful and confusing time as you try to understand what seems to be a ton of information being thrown at you all at once. Doctors may have discussions about diseases...
How to Manage Your Savings and Investments When Diagnosed with Cancer

How to Manage Your Savings and Investments When Diagnosed with Cancer

by Jason Sacks | Apr 30, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter

Financial Steps to Take So You Can Focus on Your Health According to a report by the American Cancer Society, more than 2 million new cancer cases are expected to be diagnosed in the United States in 2025. If you are among those receiving this life-altering news, you...
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