When to contact your financial advisor
By Eric Reich Hopefully, your advisor regularly reaches out to you via emails, videos, articles or phone calls when they have important information to share with you. But when should you reach out to your advisor? There are many life events that could be reasons why...
When the retirement honeymoon is over
By Eric Reich Why is retirement the entire focus of my business? It’s the same reason we hear about retirement on a nearly constant basis. This year 4.2 million Americans are expected to reach retirement age. This is not only an enormous amount of people reaching...
These resources can help you get business loans and grants
Business Buzz By Rich Baehrle The Beatles once sang: “Help, I really need somebody Help, not just anybody Help, you know I need someone Help…” That is the cry we often hear from people looking to open a business or expand an existing one. The maze of federal,...
Avoid this common retiree regret
By Eric Reich We all have our regrets in life. Many of us lament missed opportunities, lost loves, and the list goes on. I try not to regret things and accept that things happen for a reason. Many retirees, however, share a common regret. A staggering 67% of retirees...
Financial Wellness Month
By Eric Reich January is Financial Wellness Month, which is the perfect time to get a jump on your finances for 2025. Starting the year off right, in terms of your finances, can help you manage stress and anxiety about money. After all, money is one of the highest...
