TOD/POD accounts have drawbacks
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...Creating useful multigenerational wealth
By Eric Reich It is not uncommon for clients to come in who have assets that will clearly exceed their usefulness to them during their remaining lifetime. Sometimes, there is a fear of just handing over a large amount of assets to the next few generations that did...Advice for recent graduates
By Eric Reich ’Tis the season for graduation. It’s amazing to see all of my friends’ kids growing up (and yet, amazingly, I’m not getting any older). For me, it’s hard to believe my middle child will be heading off to high school. Now is the perfect time for those...Investing is like baseball
By Eric Reich This week, Kyle McClure, an advisor in my office, wanted to share an interesting analogy on baseball and investing. Go Phillies! I am an avid baseball fan with a great appreciation for “small ball”. In baseball, “small ball” is the strategy of getting...
