BLOG

5 Tips for Long-Term Care Planning for Younger Adults

5 Tips for Long-Term Care Planning for Younger Adults

By Bryan Trugman, CFP® The true cost of aging is often underestimated. This affects not just your financial plan, but your physical and emotional well-being as well. Long-term care isn’t some distant issue reserved for “later.” It’s a future expense category that can...

read more
Q2 2025 Market Update

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.

read more
The One Big Beautiful Tax Cut Act: What You Need to Know

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...

read more

Subscribe to our newsletter - 


Copyright © 2026
Financial Advisors in Plainview, NY