by Cindy Fertsch | Dec 5, 2024 | Finance
By Eric Reich Last week, we touched on things to consider in the years leading up to retirement. In my opinion, that stage is the most important stage because it sets up what your retirement may look like. This week, I want to cover the next phase, which is the early...
by Cindy Fertsch | Nov 27, 2024 | Features, Finance
By Eric Reich Retirement is often viewed through the lens of working years and non-working years. Lumping retirement into a single (God willing) 20-plus year period is an oversimplification of a very significant time in your life. While the phases of your working life...
by Cindy Fertsch | Nov 21, 2024 | Features, Finance
By Eric Reich Christmas is often called the season of giving, but with that comes spending. According to the National Retail Federation, consumer spending on the winter holidays is expected to reach a record $902 per person on average across gifts, food, decorations,...
by Cindy Fertsch | Nov 14, 2024 | Features, Finance
By Eric Reich Last week we discussed some of the pitfalls in retirement planning. This week, I wanted to continue that discussion with a pitfall so big that it warrants its own article. There is currently about $45 trillion dollars sitting in retirement plans and...
by Cindy Fertsch | Nov 7, 2024 | Finance
By Eric Reich I often tell clients that when it comes to investing, the way up is a lot easier than the way down. On the way up, low-cost, well-diversified portfolios can help get you to the goal. In most cases, there aren’t a ton of other factors involved in...
by Cindy Fertsch | Oct 31, 2024 | Features, Finance
By Eric Reich With Thanksgiving and the holiday season soon upon us, now is a great time to think about charitable giving. I have always felt that it is important to give back, no matter how big or small. Sometimes that may mean a donation of your time. However, if...
