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Working Mother’s 2018 Top Wealth Advisor Moms

Working Mother’s 2018 Top Wealth Advisor Moms

by Frisch Financial Group | Oct 22, 2018 | Wealth Management

Joyce Streithorst Does it Again! In what appears to be a new tradition, Working Mother magazine and SHOOK Research, once again, set out to honor the accomplishments of mothers who are working in wealth management. Amongst a varied list of financial...
It’s NOT Too Late for College Planning

It’s NOT Too Late for College Planning

by Joyce Streithorst | Sep 12, 2018 | Wealth Management

Tax Saving Strategies Available Even for College Seniors It seems like it was just yesterday that you were watching your little one start kindergarten, full of dreams and excitement. Back then you thought you had all the time in the world before talks of college...
Estate Planning Lessons Learned from Aretha Franklin and Other Celebrities

Estate Planning Lessons Learned from Aretha Franklin and Other Celebrities

by Joyce Streithorst | Sep 6, 2018 | Wealth Management

The Benefits of Pre-Planning According to an article in the Detroit Free Press, Aretha Franklin died without a will or trust despite being repeatedly urged by her entertainment lawyer to get her legal affairs in order. Jimi Hendrix and Bob Marley each died without a...
Joyce Streithorst Named to Forbes 2018 Best-in-State Wealth Advisors Ranking

Joyce Streithorst Named to Forbes 2018 Best-in-State Wealth Advisors Ranking

by Frisch Financial Group | Sep 6, 2018 | Wealth Management

Joyce is recognized as one of the best Wealth Advisors in New York State! The entire team at Frisch Financial would like to congratulate our very own Joyce Streithorst, Director of Financial Planning, for being listed by Forbes on their 2018 Best-in-State Wealth...
What Married Women Must Know About Their Finances

What Married Women Must Know About Their Finances

by Joyce Streithorst | Sep 5, 2018 | Wealth Management

Simple ways to stay informed about your money. It has been estimated that every 13 seconds someone files for divorce. This sounds like a staggering statistic when most people don’t enter the union of marriage expecting it to fail. However, even in the best of...
I Was Named as a Trustee on a Trust: Now What?

I Was Named as a Trustee on a Trust: Now What?

by Jason Sacks | Aug 20, 2018 | Wealth Management

Know your responsibilities and potential liabilities. An individual might be named trustee on a trust for numerous reasons, but regardless as to why, it’s important to consider what responsibilities and potential liabilities can be involved. As a trustee, you will...
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