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...
Rethinking buy-sell agreements
By Eric Reich For about a century now, most life insurance laws have been generally stagnant and therefore (for lack of a better term) reliable. This changed last week in a potentially very impactful way when the Supreme Court ruled on an ongoing case known as...
