Blog
October is National Financial Planning Month — a time to take action.
Fineberg Financial proudly supports National Financial Planning Month, encouraging individuals and business owners to take action, seek ethical guidance from CFP® professionals, and build a secure financial future through informed planning.
Read More3 Years of Fineberg Financial Management: Tradition, Innovation, and Rhythm in Wealth Planning
Celebrating three years of Fineberg Financial Management with a creative mix of tradition, innovation, and client-focused financial planning.
Read MoreFFM Executive Summary: What the “One Big Beautiful Bill Act” Means for You
FFM breaks down The One Big Beautiful Bill Act makes TCJA tax cuts permanent, expands deductions, and changes planning for SALT, estates, and charitable giving—key updates for investors, business owners, and retirees.
Read MorePresidential Cycles & Portfolio Strategy What to Expect (and What to Do) 1st Year
In 2025, the first year of a new presidential term, Fineberg Financial advises investors to stay patient and strategic. Historical patterns show cautious market behavior with clarity often emerging by Year 2 or 3.
Read MoreUnlock Your Potential: How Students Can Start Investing Today
🌟 Ready to Invest? Join Stock Market Game and Transform Your Financial Future! 🌟 Are you a first-time investor or a student eager to dive into the world of investing? Don't miss out on the National SMG 2025 Summer Game Session!
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Reflections & Resilience: Fineberg Financial Management’s Wise Money Move for 2025
FFM kicks off 2025 with innovation, expanding boutique SMA offerings, enhancing secure client technology, and reinforcing market insights. Stay connected, schedule your review, and join us in building a prosperous financial future.
Read MoreWomen’s Wealth Symposium: Empowering Women Through Financial Literacy and Leadership
The Women’s Wealth Symposium on March 8th, 2025, in Dallas, TX, celebrates International Women's Day with inspiring speakers, financial literacy insights, and connections. Join this no-sales event to uplift women and foster leadership.
Read MoreThe Debt Market: Bonds & Fixed Income
FFM breaks down the debt market, focusing on bonds and fixed income. Understand the pros, cons, and risks of bond investments, and learn how to manage them effectively. Consult FFM for personalized fixed-income strategies.
Read MoreWinning Combination of Tactical and Strategic Management
The Winning Combination of Tactical and Strategic Management FFM Whitepaper Dated July 11, 2024 Sharable PDF: The Winning Combination of Tactical and Strategic Management . Explore the dynamic world of investing with FFM.
Read MoreHappy Independence Day
The Fourth of July is just ahead – a chance for us all to get together and celebrate what makes America so special. As Americans, we have the liberty to act, speak, think, and worship freely. This precious liberty was fought for, and...
Read MoreUnderstanding and Safeguarding Your Digital Estate: Creating A Digital Estate Strategy
In today's digital age, estate planning must extend beyond physical assets to include digital property such as social media accounts, emails, and cryptocurrencies. FFM emphasizes the importance of planning for the these digital assets.
Read MoreMarah Fineberg-Kuck, CFP®’s appearance in Women in Wealth October/November Fortune Magazine
Marah, CFP®’s appearance in a Women in Wealth Fortune magazine.
Read MoreCelebrating 1 Year of Relationships
Fineberg Financial Management (FFM) is Celebrating 1 Year of relationships with our Clients, Staff, Community Members, and The City of Seal Beach itself!
Read MoreImportant changes to Required Minimum Distributions that impact FFM clients
There are important changes to Required Minimum Distributions that impact FFM clients. Taking required minimum distributions (RMDs) has changed. Effective January 1, 2023, RMDs from retirement plans and traditional IRAs should be reviewed.
Read MoreFFM Participates in Financial Literacy Month
April is Financial Literacy Month: FFM Leadership advocated throughout this year for awareness on current money habits and future preparation. #financialeducation #financialliteracy
Read MoreWhat Exactly Is A Financial Advisor?
WHAT EXACTLY IS A FINANCIAL ADVISOR? Educating Consumers today is imperative to help people make the right decisions. Marah Fineberg-Kuck, CFP® Professional (Member CFP BOARD) & The Financial Planning Association® (FPA®).
Read MoreIs My Money Safe?
Is My Money Safe? Should I pull my money out of the bank? This is the question many clients and individuals want to know now. Assess the chance of your bank failure now by contacting us at FFM. We have an updated internal-only list of...
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