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Do Your Friends & Family Need Financial Guidance? We Can Help.

Do Your Friends & Family Need Financial Guidance? We Can Help.

By Bryan Trugman, CFPⓇ The past 18 months or so have been marked by periods of volatility, uncertainty, chaos, and the list could go on. Unsurprisingly, this has led to increased stress for many people—on both a local and global scale. Businesses both large and small...

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How to Fight With Your Spouse About Money

How to Fight With Your Spouse About Money

It’s no surprise that our personal values influence the way we spend and think about money. And when a couple’s personal values don’t align, conflict arises. But here’s something a lot of couples don’t realize: conflict is not a problem. In fact, financial tension can actually make a marriage stronger.

When you get married and start a family, you have to adapt to a new mindset where you no longer get to spend money solely on your own terms. Because of this, money can become a source of tension in a marriage. Sadly, many couples lack the maturity—and guidance—to manage this tension, making financial disagreements a top reason cited for divorce. But, we can help. Start by embracing your conflicts about money and use these tips to fight well.

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How To Know If Your Spending & Values Are Aligned

How To Know If Your Spending & Values Are Aligned

By Bryan Trugman, CFPⓇ You probably think your values align with spending. Most of us do. But we’re often wrong. Finding the right balance between enjoying the lifestyle you want today and planning for tomorrow can be tricky. The missing link is thinking about values....

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Reimagining Retirement: How Will You Fill The 40-Hour Gap?

Reimagining Retirement: How Will You Fill The 40-Hour Gap?

By Bryan Trugman, CFPⓇ Retirement means different things to different people. The data tell us that people are living longer and that 65 is the new 50. The next phase of life and retirement, we hope, can last another 20 to 30 years. We can only assume that people have...

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What I Learned About Money From My Parents

What I Learned About Money From My Parents

By Bryan Trugman, CFPⓇ I had the advantage of growing up with a financial planner for a father who gave me some “tough love” about managing money. I have to admit that I did not particularly enjoy learning many of these lessons at the time! But in hindsight, I’m...

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How To Minimize Capital Gains Tax

How To Minimize Capital Gains Tax

By Bryan Trugman, CFPⓇ Capital gains tax is a subject that comes up often when evaluating different financial assets. Capital gains can come into play with various types of investments, and there are often strategies that can help to alleviate the resulting tax...

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Why I Became A Financial Advisor

Why I Became A Financial Advisor

By Bryan Trugman, CFPⓇ Even from a young age, I loved math, which led me down the engineering path in college. My father was a financial advisor, so I had the opportunity early on to learn about money and see how financial decisions are the “common denominator” that...

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Financial Advisors in Woodbury, NY