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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.
From Inheritance to Investment: Making the Most of Your Windfall
Essential steps and financial advice for what to do with an inheritance from Bryan Trugman of Attitude Financial Advisors in Woodbury, NY.
Common Financial Mistakes New Parents Make
Read the top financial mistakes new parents often make. Attitude Financial Advisors, based in Woodbury, NY, specializes in financial planning and retirement planning.
Is Your Portfolio Diversified Enough?
Is your investment portfolio diversified enough to weather market fluctuations? Learn how it can improve your financial resilience.
Investing Basics 101: The Difference Between Financial Planning and Investment Management (Part 4)
By Bryan Trugman, CFPⓇ Financial advisors offer a range of services, including investment advice, investment management, financial advice, financial planning, and wealth management. While these terms are often thought to be interchangeable, they actually represent...
Investing Basics 101: What You Need to Know About Stocks and Bonds (Part 3)
Invest in the right assets for investment success. Explore the basics of stocks and bonds and how to choose the most suitable for you.
Investing Basics 101: The Different Types of Investment Accounts and Choosing the Right One for You (Part 2)
By Bryan Trugman, CFPⓇ Once you’ve mastered savings habits and have a solid emergency fund (discussed in our Investing Basics Part 1), it’s time to start making your money work harder. After all, you work hard for your money, you want your money to work hard for you!...
Hear Directly From Attitude Financial Advisors Clients
Finding a professional you can trust to help you navigate your financial worries and hopes (and to prioritize their own interests over yours) is no small task—and we know you don’t take it lightly. Whatever motivated you to consider seeking help, we want you to know...
Investing Basics 101: Budgeting Basics to Help You Set Aside Money for Investing (Part 1)
A budget is the foundation of a consistent investment strategy. Learn budgeting basics to earmark funds for your investing journey.
Estate Planning and Why It’s Not Just for Seniors
By Bryan Trugman, CFPⓇ There’s a common misconception that if you aren’t wealthy or very old, it’s not important to worry about estate planning. But this simply isn’t true! Estate planning is for everyone, regardless of age or economic status, and plays a pivotal role...
