Avoid this common retiree regret
By Eric Reich We all have our regrets in life. Many of us lament missed opportunities, lost loves, and the list goes on. I try not to regret things and accept that things happen for a reason. Many retirees, however, share a common regret. A staggering 67% of retirees...
Financial Wellness Month
By Eric Reich January is Financial Wellness Month, which is the perfect time to get a jump on your finances for 2025. Starting the year off right, in terms of your finances, can help you manage stress and anxiety about money. After all, money is one of the highest...
Big Social Security changes
By Eric Reich Rarely do we hear that the government just made something better, less complicated, and bipartisan. However, that is exactly what happened on Sunday, thanks to a bipartisan (76 Senators and 327 House members) effort, ending in President Biden signing the...
Required Minimum Distributions, rollovers and Roths
By Eric Reich I spoke with someone on the phone recently who wanted to check on some advice they were given, and I’m glad they did. There seems to be a lot of confusion around taking Required Minimum Distributions, also known as RMDs. RMDs are distributions from your...Talk about money
By Eric Reich My industry is filled with countless amounts of bad advice, rules of thumb that make little sense, and lots of other nonsense in general. While much of this advice is meant to be well-intentioned, like all advice, it needs to be in context. None of this...
