What does the ‘Big Beautiful Tax Bill’ mean for you?
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...
Financial planning as opposed to investing
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...
Common estate planning mistakes: Part 2
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...
Common estate planning mistakes: Part 1
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...
Watch out for this gold bar scam
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...
