Meeting a new financial advisor
By Eric Reich One of the reasons many people don’t seek out professional help from financial advisors is that they feel intimidated by the process or simply by the unknown. Fear of the unknown is pretty much a universal fear. This week, I wanted to discuss what the...Keep politics out of your investments
By Eric Reich I was always told not to speak about religion, politics, or personal finances in social settings or at your place of employment. These topics tend to cause the most stress and aggravation among conversationalists, typically leading to confrontations. In...
Love, listen and move your body
By Estefania Bonavera Our disconnection from our bodies can be traced back for generations in our families to now, as we are in a society filled with body shaming. Many of us have experienced a friend or family member innocently say: “Wow! You look great, you lost...What is a Medicaid Qualified Annuity?
By Eric Reich Long-term care went from a mild consideration 30 years ago to one of the most pressing issues facing retirees today. Increases in longevity due to medical advances have allowed us to live much longer in retirement than previous generations. That’s the...Small business succession planning
By Eric Reich As a business owner, I think about my business a lot. Actually, that’s an understatement, I think about it constantly. Like many business owners, my business is also my largest asset. Clearly, I’m not alone. In a 2023 PwC family business survey, 78% of...
