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If Widowhood Happened Tomorrow, Would You Be Prepared?
If widowhood happened tomorrow, would you be ready? Start financial planning for the unexpected today to shield your future.
Q2 2025 Market Update
Trade shifts and global events shook Q2 markets. Find out how your financial strategy could be impacted in our latest Market Update.
The One Big Beautiful Tax Cut Act: What You Need to Know
By Bryan Trugman, CFP® President Trump’s latest tax reform proposal, known as the “One Big Beautiful Bill,” has made it through the House and now awaits a Senate vote. The 1,100-page legislation picks up where the 2017 Tax Cuts and Jobs Act (TCJA) left off—aiming to...
An Executive’s Guide: Financial Steps When Changing Jobs
Executive job change on the horizon? Don’t overlook these essential financial steps! Our guide is your must-read.
Bryan Trugman Qualifies for Cambridge 2025 Signature Club
Bryan Trugman of Attitude Financial Advisors has been recognized as a qualifier for Cambridge Investment Research, Inc.’s (Cambridge) 2025 Signature Club.
Market Volatility: A Reality Check for the Long-Term Investor
By Bryan Trugman, CFPⓇ You don’t have to be a 24-hour news hound to know the investment sector is enduring a period of market volatility. If you’ve checked in with your brokerage account in the last few weeks, you’ve probably noticed significant peaks and valleys in...
Your 2025 Social Security Guide
By Bryan Trugman, CFPⓇ The years leading up to retirement can be a mix of excitement, stress, and uncertainty. You’re eager to embrace a new phase of life but may feel overwhelmed by the details, especially when it comes to Social Security. It can be disheartening...
7 Rules of Investing
By Bryan Trugman, CFPⓇ Investing for your future is one of the smartest moves you can make, but let’s be honest—it can feel overwhelming at times. Whether you’re thinking about diving into stocks, contributing to your 401(k), or exploring real estate, it’s hard to...
How Much Does a Working Professional Need to Retire on Long Island?
By Bryan Trugman, CFPⓇ For some people, deciding where to retire is simple—they settle down in the state they’ve called home for most of their lives. However, many others look forward to spending their retirement years in a fresh location, perhaps to be nearer to...
5 Common Retirement Investment Mistakes for Business Owners
By Bryan Trugman, CFPⓇ As a small business owner, your business is likely your pride and joy, consuming much of your time and energy. Your dedication fuels the U.S. economy, and we truly appreciate the impact you’re making through your commitment. Being part of the...
