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...
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...
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...
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...
by Cindy Fertsch | May 16, 2024 | Atlantic County, Cape May County, Editorial, Finance, Real Estate, 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...
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...
