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Creating useful multigenerational wealth

by Cindy Fertsch | Jun 6, 2024 | Atlantic County, Cape May County, Editorial, Finance, South Jersey

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 Cindy Fertsch | May 30, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey

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 Cindy Fertsch | May 23, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey

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 Cindy Fertsch | May 16, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey

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...

9 things to do during the mortgage process

by Cindy Fertsch | May 16, 2024 | Atlantic County, Cape May County, Editorial, Finance, Real Estate Spotlight, South Jersey

Real Estate Matters By Elisa Jo Eagan Цhen most people think about buying a home, they think about neighborhoods, paint colors, and wish lists, not paycheck stubs and closing costs. However, in reality, you will probably find that the mortgage application and approval...

The educational crisis of financial literacy

by Cindy Fertsch | May 9, 2024 | Atlantic County, Cape May County, Editorial, Finance, South Jersey

By Eric Reich Did you know that April was Financial Literacy Month? Even though it might not be a particularly exciting topic, financial literacy is arguably among the most important things you’ll ever learn in life. I’ve learned a few things in school that, as...
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© ShoreLocalNews 2025
  • News by Town
    • Ocean City
    • Atlantic City
    • Downbeach
    • Mainland
    • Brigantine
    • Pleasantville
    • Somers Point
    • Linwood
    • Margate
    • Ventnor
    • Egg Harbor Township
    • Sea Isle City
  • Latest Issue
    • Latest Issue & Archives
    • Bridal Guide
    • Golf guide
    • OC SUMMER GUIDE
  • Categories
    • Views from the shore
    • Features
    • Events & Happenings
      • Entertainment
      • Events
      • This Week’s Top Entertainment Picks
    • Letter from the editor
    • Entertainment
    • Lifestyle
      • Food & Beverage
      • Health
      • Fitness
      • Gardening
      • Pets
      • Real Estate
      • Finance
    • Weather
    • Sports
    • History
  • Calendars
    • Events & Happenings
    • Atlantic City Headliners
    • Live & Local Music Calendar
    • Outdoor Concerts
    • Farmers Markets
  • Meet the Team
    • Publishers
      • Cindy and Bob Fertsch
    • Digital Marketing Director
    • Columnist
      • Robin Stoloff
      • Madison Russ
      • Ursula Duffy
      • Christina Martin
      • Joe Martucci
      • Rachael Guevara
      • Rich Baehrle
      • Scott Cronick
      • Delaney Crawford
      • Tammy Thornton
      • Fred Miller
      • Brian Cahill
      • Sarah Fertsch
      • Elisa Jo Eagan
      • Heidi Clayton
      • David Setley
      • Scott Cronick
      • David Weinberg
      • Eric Reich
      • Doug Deutsch
      • Bruce Klauber
      • Chuck Darrow
    • Photographers
      • Tynan Hand
    • Publisher’s assistant
      • Julia Train
    • Copy editors
      • James Fitzpatrick
      • Holly Fertsch
    • Advertising & Sales
    • Coordinator
      • Steffen Klenk
  • Advertise with Us
  • Contact
    • News Submissions

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