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Shawn Gallagher, CFP®, CRPC is a 2025 LIBN Executive Circle Awards Honoree

Shawn Gallagher, CFP®, CRPC is a 2025 LIBN Executive Circle Awards Honoree

by Frisch Financial Group | Mar 28, 2025 | Financial Planning, In The News, Newsletter

Frisch Financial Group’s Partner and Wealth Advisor is Honored by Long Island Business News (LIBN) We are excited to announce that Long Island Business News has selected Shawn Gallagher as a recipient of a 2025 Executive Circle Award! Each year, LIBN highlights...
Planning for Tomorrow While Meeting Today’s Needs

Planning for Tomorrow While Meeting Today’s Needs

by Joyce Streithorst | Feb 26, 2025 | Couples, Families, Financial Planning, Newsletter, Women

Finding the Balance So You Can Achieve Your Goals From Your 30s Through Your 60s “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” This quote from the popular 80s movie, Ferris Bueller’s Day Off, is a good reminder to stop...
Forbes Names Joyce Streithorst to Top Women Wealth Advisors Ranking

Forbes Names Joyce Streithorst to Top Women Wealth Advisors Ranking

by Frisch Financial Group | Feb 26, 2025 | Estate Planning, In The News, Newsletter, Women

We’re thrilled to announce that Joyce Streithorst is among 2025’s New York Best-in-State Top Women Wealth Advisors. After reviewing more than 11,000 qualified nominations, Forbes and SHOOK Research have once again recognized Joyce for her dedication and...
New FAFSA Rules

New FAFSA Rules

by Joyce Streithorst | Oct 31, 2023 | College, Families, Financial Planning, Newsletter

WHAT YOU NEED TO KNOW The Free Application for Federal Student Aid (FAFSA) is an online application that every parent of a current or prospective college student must be aware of. High school seniors preparing to enter college and currently enrolled college students...
What Should You Do if You Lose Your Wallet?

What Should You Do if You Lose Your Wallet?

by Shawn Gallagher | Oct 30, 2023 | Couples, Families, Financial Planning, Newsletter, Seniors, Women

TAKE ACTION TO MINIMIZE THE POTENTIAL DAMAGE Have you ever had that sinking feeling that your wallet is missing, only to remember you left it on your kitchen table, or transferred it into your gym bag?  If you’re fortunate enough to realize that you only misplaced it,...
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