by Eric Reich | Jun 12, 2025 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
Taxes: Most people hate them, and rightly so. We are taxed on our income, then on the things we buy with our already taxed income. We are then taxed yet again on an ongoing basis for things we already own until the day we die. It doesn’t end there, though. We can then...
by Eric Reich | Jun 5, 2025 | Features, Atlantic County, Cape May County, Finance, South Jersey
Lately, there has been a lot of talk about the “Big Beautiful Tax Bill” that has so far passed the House. The bill now heads to the Senate, where it will almost assuredly be changed. This week, I wanted to cover the basics that may apply to many readers since it is a...
by Eric Reich | May 29, 2025 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
It’s common for clients to walk in because they want investment advice. However, what they really need even more than investment advice is financial planning. As we get older, the stakes of do-it-yourself investing get higher. First, we (hopefully) have more money...
by Eric Reich | May 22, 2025 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
In last week’s article, I covered five common estate planning mistakes, such as beneficiary errors, naming specific investments in your will, and more. Here are some more things to be aware of and to discuss with your estate planning attorney: 1. Not planning for the...
by Michael | May 15, 2025 | Features, Atlantic County, Cape May County, Finance, South Jersey
By Eric Reich When meeting with clients, the topic of estate planning comes up often. While the process can be simple in some cases, there are certain things you’ll want to look out for and mistakes you’ll want to avoid. Poor estate documents can lead to people...
by Michael | May 8, 2025 | Features, Atlantic County, Cape May County, Finance, South Jersey
By Eric Reich This week, I want to bring to your attention an alarming scam that’s becoming increasingly common and sophisticated. It’s been widely reported in the news, and unfortunately, some individuals — particularly older adults — have fallen victim. The news is...
