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...
Term vs. whole vs. universal life insurance policies. Bryan Trugman is a financial advisor with Attitude Financial Advisors in Woodbury, NY.
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...
By Bryan Trugman, CFPⓇ In our experience, business owners tend to be strongest when it comes to managing the cash flows of their businesses, but often tend to overlook some critical areas of their personal finances. We get it. When you wear all of the hats in your...
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...