by T. Eric Reich | Aug 6, 2026 | Features, Atlantic County, Cape May County, Editorial, Finance, South Jersey
I ask clients a simple question all the time: When was the last time you actually sat down and looked at your financial plan? More often than not, the answer is some version of “I’m not really sure.” That’s understandable. Life gets busy, and a financial...
by Eric Reich | Jul 30, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Most people approaching retirement spend months running the numbers. They model Social Security claiming strategies, stress-test their portfolios, and debate whether to work one more year. What far fewer pre-retirees do is gather the single piece of information that...
by Eric Reich | Jul 23, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
The debate between active vs. passive investing has been raging on for decades. The majority of the time, passive tends to be the winner in that debate, with some notable exceptions. The truth, however, is that both win at different times. Typically, in times of...
by T. Eric Reich | Jul 16, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Since the passage of the Big Beautiful Bill (OBBBA), we have received a lot of questions about Trump Accounts. We first discussed these accounts back in January when they were initially proposed, but now that they are officially available to open, we wanted to revisit...
by shorelocalnews | Jul 9, 2026 | Atlantic County, Features, Finance, South Jersey
“We may be the only county in the state, if not the country, that is able to claim 27 consecutive years of perfect audits,” stated Atlantic County Executive Dennis Levinson in announcing the results of the annual review of financial transactions of Atlantic County...
by T. Eric Reich | Jul 9, 2026 | South Jersey, Atlantic County, Cape May County, Editorial, Finance
Last week, a question came up about how a client should title an account. Account titling can be extremely important for estate planning purposes. What struck me as we were discussing it was all of the different types of account titling possible. It can be completely...
