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How Much Does a Working Professional Need to Retire on Long Island?
By Bryan Trugman, CFPⓇ For some people, deciding where to retire is simple—they settle down in the state they’ve called home for most of their lives. However, many others look forward to spending their retirement years in a fresh location, perhaps to be nearer to...
5 Common Retirement Investment Mistakes for Business Owners
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...
What Is the Presidential Election Impact on Investments?
By Bryan Trugman, CFPⓇ As you head to the ballot box in the next election, it’s fine to let your attitude toward the economy influence your vote—but remember, the president has far less control over the economy than you might think. When it comes to your investments,...
Love and Money: Can a Financial Advisor Strengthen Your Marriage?
Can a financial advisor be the cupid for your marriage? Discover how their guidance can lead to financial harmony and marital bliss!
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.
