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Get Financially Naked

Get Financially Naked

Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.

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Is a Recession On the Horizon? How We Watch Over Your Money

Is a Recession On the Horizon? How We Watch Over Your Money

By Bryan Trugman, CFPⓇ Not knowing what’s around the corner can be scary. Billionaire and founder of Patagonia, Yvon Chouinard, said, “Fear of the unknown is the greatest fear of all.” And things in our world right now are just about as unknown as it gets. Most of us...

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Who We Serve and What We Do Best

Who We Serve and What We Do Best

By Bryan Trugman, CFPⓇ Financial planning is often a misunderstood profession. I sometimes find myself educating new clients about what the professional relationship looks like, how it works, and the overall benefits of working with a financial planner. Some clients...

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The Top 3 Financial Mistakes I See Couples Make in Their 40s

The Top 3 Financial Mistakes I See Couples Make in Their 40s

By Bryan Trugman, CFPⓇ People often don’t realize the time sensitivity of financial planning until they turn 50, and a lot of opportunities are missed as a result. Your 40s are an exciting time with new opportunities and challenges—and also a critical window to change...

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3 Mindset Changes to Make Before You Turn 40

3 Mindset Changes to Make Before You Turn 40

By Bryan Trugman, CFPⓇ The forties are an exciting chapter of life. New doors start to open as the fruits of our earlier efforts begin paying off. We may earn more and enjoy more recognition for our work. At the same time, turning 40 can serve as a rude awakening when...

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Financial Advisors in Woodbury, NY