Frisch Financial Blog
Keeping you informed
21 Helpful Tips for a Great 2021
New Year's Resolutions As evidenced by the 263,700 people who posted the results of their “first-time baker” kitchen experiments on social media in May, 2020, people were trying new things last year. There was also a resurgence in doing puzzles, reading books, family...
Frisch Financial Group Pays It Forward for the Holidays
Charitable Acts in 2020 With the 2020 holiday season here, the effects of the pandemic have altered many of the traditions we’ve enjoyed in the past. Get-togethers are downsizing or going virtual, lots of shopping is taking place online, and many of us are seeking...
Frisch Financial Group is Listed as One of the Best Financial Advisors in Tampa & St. Petersburg, FL
Frisch Financial is Included in AdvisoryHQ's 2020-2021 Top 11 Ranking Each year AdvisoryHQ conducts an independent review of financial firms throughout the country and uses a comprehensive system to rank the top financial advisors. Earlier this year, Frisch Financial...
How to Check Your Credit Report
Prevent Problems by Staying Informed Whether you are shopping for a car, applying to refinance a mortgage, switching auto insurance providers, or looking for a new job, the information contained in your credit report can impact the options available to you. The...
A Look at the Biden Tax Plan
Highlights of Some of the Proposals As President-elect Joe Biden prepares to take office, let’s take a look at some of the proposed tax law changes he has suggested and how, if they were to pass, they might affect your financial decisions. It’s important to remember...
Two New 2020-Only Charity Tax Rules
New Provisions Under the Coronavirus Aid, Relief and Economic Security (CARES) Act As the holiday season approaches, you might be looking toward making a donation to a charitable organization. For many people, supporting a favorite cause is as much a part of annual...
Are You Due for a Financial Checkup?
Lessons Learned from the Coronavirus Pandemic When COVID-19 began impacting the United States during early 2020, many Americans were left feeling blindsided. Businesses suddenly closed, kids were unable to go to school, and people from all walks of life became...
529 College Savings Plans & College Refunds During COVID
How to Avoid Penalties if You Received a Refund from Your Student's College As a result of the COVID-19 pandemic, schools everywhere needed to adapt to how they were able to provide an education to their students. During the spring of 2020, many colleges had no...
Why Is It So Hard to Talk About Money?
Break the Taboo and Help Your Family to Succeed Have you talked about your financial values with your future heirs? Have you shared some specifics about your portfolio with your adult children? Have you had an open discussion about any of the details of your...
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