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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...
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...
What Should You Do About the Russia–Ukraine Crisis and Market Volatility?
By Bryan Trugman, CFPⓇ The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are...
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...
What Should You Do About Inflation and Stock Market Volatility?
By Bryan Trugman, CFPⓇ After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s market dip put the S&P 500 down over 10%, which is officially called...
Where Do Family and Leisure Time Fit in Financial Planning?
By Bryan Trugman, CFPⓇ We work with clients at various stages of life, some closer to retirement than others. When retirement is still 20 or more years away and seems far off, a question that comes up a lot is, what is the right balance between enjoying life today and...
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...
