Atlantic County’s Top-Tier Bond Ratings Reaffirmed by Moody’s and S&P
Atlantic County’s top-tier bond ratings have been reaffirmed by Moody’s Investors and Standard & Poor’s Global Ratings based on the county’s strong budgetary performance and financial management policies, and its continued efforts to diversify the economy. The...TOD/POD accounts have drawbacks
By Eric Reich In a recent conversation with someone regarding estate planning, they posed the question, “why not just make all of my accounts Transfer on Death?” You’ll frequently hear me say that there is no perfect solution when planning your estate or simplifying...Ask your agent questions about the finance process
Real Estate Matters By Elisa Jo Eagan While real estate agents have a great deal of practical experience to offer in the finance realm, they are not mortgage lenders. That means that they are not able to give you specific advice about which mortgage to choose or how...Creating useful multigenerational wealth
By Eric Reich It is not uncommon for clients to come in who have assets that will clearly exceed their usefulness to them during their remaining lifetime. Sometimes, there is a fear of just handing over a large amount of assets to the next few generations that did...Advice for recent graduates
By Eric Reich ’Tis the season for graduation. It’s amazing to see all of my friends’ kids growing up (and yet, amazingly, I’m not getting any older). For me, it’s hard to believe my middle child will be heading off to high school. Now is the perfect time for those...
