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Looking Forward While Giving Back
By Bryan Trugman, CFPⓇ At Attitude Financial Advisors, we believe that there is more to wealth than just building it, especially after the stress and uncertainty of the last two years. Our firm has a history of community involvement, and we’ve made giving back to...
See a Sample Financial Plan and Learn What it’s Like to Work With Us!
By Bryan Trugman, CFP® With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with...
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...
Avoiding Nasty Tax Surprises: Interview With Karen Tenenbaum, Tax Attorney
By Bryan Trugman, CFPⓇ This month, we interviewed my friend and colleague, Karen Tenenbaum, owner and founder of Tenenbaum Law, P.C., based on Long Island. Karen focuses exclusively on resolving tax issues for businesses and individuals, bringing over 35 years of...
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.
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....
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...
The Financial Impact Of Injury: Interview With Elan Wurtzel, Personal Injury Attorney
By Bryan Trugman, CFPⓇ For this article, I have featured an interview with Elan Wurtzel, who is an excellent personal injury attorney and also my business associate and personal friend. This interview discusses the financial impact of accidents and injuries, and also...
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...
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...
