by Cindy Fertsch | Jul 3, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey
By Eric Reich For about a century now, most life insurance laws have been generally stagnant and therefore (for lack of a better term) reliable. This changed last week in a potentially very impactful way when the Supreme Court ruled on an ongoing case known as...
by Cindy Fertsch | Jul 3, 2024 | Atlantic County, Cape May County, Features, Finance, Six Words on a Boardwalk Bench, South Jersey
By Bill Quain This is the third column in a series that I began after returning from my 50th college reunion. I’d encourage my readers to look back over the past few weeks and join in on the conversation. We’re talking about a subject that no one seems to want to talk...
by Cindy Fertsch | Jun 27, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey
By Eric Reich As part of my continuing education for Ed Slott’s Elite Advisor IRA GroupTM, I periodically attend education conferences, review content on complex IRA issues, and take an assessment. One of the issues that was recently touched upon and questioned was...
by Cindy Fertsch | Jun 20, 2024 | Atlantic County, Cape May County, Editorial, Finance, South Jersey
By Eric Reich The days have long passed since workers had pensions, at least for the average person (15% vs. 80% 30 years ago). Since then, workers are typically defaulted to a 401(k) or similar type of plan. The intent of the change was to shift the burden of...
by Cindy Fertsch | Jun 18, 2024 | Atlantic County, Features, Finance, News, South Jersey
Atlantic County’s top-tier bond ratings have been reaffirmed by Moody’s Investors and Standard & Poor’s Global Ratings based on the county’s strong budgetary performance and financial management policies, and its continued efforts to diversify the economy. The...
by Cindy Fertsch | Jun 13, 2024 | Atlantic County, Cape May County, Features, Finance, South Jersey
By Eric Reich In a recent conversation with someone regarding estate planning, they posed the question, “why not just make all of my accounts Transfer on Death?” You’ll frequently hear me say that there is no perfect solution when planning your estate or simplifying...
