Exit planning for business owners
By Eric Reich One of the more sensitive topics for business owners is exit planning. Last week, we discussed taking steps to allow you to begin to put your and your family’s needs before the needs of your business. We talked about developing future leaders and...
Don’t put your business needs before your own
By Eric Reich Every business owner just read that and said to themselves, “Yeah, right!” As business owners, business always comes first. It comes before our own needs and, unfortunately, even before our family’s needs at times. It is something business owners think...
Healthcare costs in retirement
By Eric Reich One of the biggest concerns for retirees is the cost of healthcare, and rightly so. Medical expenses are estimated to run a retired couple around $315,000 over their retirement. This can obviously take up a significant portion of a retiree’s...How to maximize your retirement nest egg before retirement
By Eric Reich For those nearing retirement, the realization that savings may not be sufficient can be daunting. However, there are several strategies to boost retirement funds in the final working years. By maximizing contributions, adjusting spending habits, and...
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...
