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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...
What Is the Presidential Election Impact on Investments?
By Bryan Trugman, CFPⓇ As you head to the ballot box in the next election, it’s fine to let your attitude toward the economy influence your vote—but remember, the president has far less control over the economy than you might think. When it comes to your investments,...
Love and Money: Can a Financial Advisor Strengthen Your Marriage?
Can a financial advisor be the cupid for your marriage? Discover how their guidance can lead to financial harmony and marital bliss!
Choosing the Right Type of Life Insurance: A Guide to Term, Whole, and Universal Policies
Term vs. whole vs. universal life insurance policies. Bryan Trugman is a financial advisor with Attitude Financial Advisors in Woodbury, NY.
