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...Investing is like baseball
By Eric Reich This week, Kyle McClure, an advisor in my office, wanted to share an interesting analogy on baseball and investing. Go Phillies! I am an avid baseball fan with a great appreciation for “small ball”. In baseball, “small ball” is the strategy of getting...Beware of scams: Part 2
By Eric Reich A few weeks ago, I wrote about online scams and how to protect yourself from them. Shortly after that was published, we held an elder fraud seminar with a special agent from the local FBI office. If you missed it, don’t worry, we have invited them back...
