Frisch Financial Blog
Keeping you informed
What to Review when Conducting a Retirement Planning Financial Analysis
Making the Most of Your Financial Resources in Retirement When conducting a financial analysis for retirement planning, you should review the factors that will contribute to your ability to achieve the retirement lifestyle you want. When you retire, you will...
What is a Living Will and Why Do I Need One?
Using Advance Directives to Guide Your Medical Care “You do not need to put me on a ventilator. Keep it for the younger patients, I have had a beautiful life.” As reported in The Brussels Times, Suzanne Hoylaerts, a 90-year-old Belgian woman, made this decision...
Family Financial Planning Guide
How to Do Financial Planning for Families Financial planning for families doesn’t have to be overwhelming. Whether a family is comprised of young newlyweds looking to create a solid plan for the future, middle-aged income earners eyeing both retirement and...
Questions to Ask a Financial Advisor Before Hiring
How to Find a Financial Advisor Who is Right for You Hiring financial advisors is not something most people do every day. With the uncertainty of any unfamiliar task comes questions. Should I hire a financial advisor? How do I know when to hire a financial...
Protect Yourself from Coronavirus Scams
Staying Vigilant Con artists are always active and looking for ways to take advantage of any situation they can exploit. Beyond the price-gougers who are selling hand sanitizer for $100 per bottle and are upfront about how they want to get your money, online and...
Why a Health Care Proxy is Important
Ensuring You Have a Voice in Your Health Care Recently, a friend’s mother was rushed to the emergency department of a Long Island hospital. She had a high fever and was experiencing symptoms that the family felt were indicating she might test positive for the...
Setting Goals When New Year’s Resolutions Begin to Falter
How you can still accomplish the changes you want to make in 2020 As the excitement of a fresh new decade starts settling into a routine, many people are finding that they are beginning to stumble in their efforts to maintain their New Year’s resolutions. ...
What is Secure Act?
SECURE Act & Tax Extenders Passed The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th. It previously passed the U.S. House of Representatives in July 2019 and then the Senate on December 19th. It...
Philanthropy Life Lessons
Pass Your Values to Your Grandchildren Money can be used in limitless ways. Funding retirement, investing in businesses, traveling, purchasing real estate and giving the family members who come after you a head start in life are endeavors on which many people choose...
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