Top ten money tips for the new year
By Eric Reich I can’t believe we are about to see 2023 go! Since the new year is almost upon us, I thought we should revisit some ways to help start it off on the right foot, financially speaking. Start planning now so you’re ready to address some of these items come...Beware of mental accounting
By Eric Reich One of the areas that I often see clients get hung up on is that they associate certain funds with a particular use or value. In reality, all of the money you have is your money to be used for anything you need to use it for. This association is known as...Last minute tax savings ideas
By Eric Reich I can’t believe I’m talking about the end of the year already, but here we are. I hope everyone had a great 2023, and I wish you an even better 2024. This week I thought we would cover some ways to help make 2024 better for your finances. Make charitable...Retirement: When Spouses Disagree
By Eric Reich Many of us dream about retirement. We have a picture in our mind of what our retirement will look like, how we will spend our days, and the beautiful places we want to visit. But what if spouses don’t agree on what that vision of retirement looks like?...
