by Eric Reich | Jan 8, 2026 | Features, Atlantic County, Cape May County, Finance, South Jersey
The One Big Beautiful Bill Act, known as OBBBA, has far-reaching effects on financial planning, most notably on retirement. One area that doesn’t get as much attention is the bill’s effects on education planning. Currently, there are three primary ways to fund...
by Eric Reich | Dec 30, 2025 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
Happy New Year! January is Financial Wellness Month, which is the perfect time to get a jump on your finances for the new year. Starting the year off right, as related to your finances, can help you manage stress and anxiety about money. After all, money is one of the...
by Eric Reich | Dec 23, 2025 | Finance, Atlantic County, Cape May County, Editorial, South Jersey
With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-dos as you prepare for the holidays and look forward to a new year. Year-end strategies, including Roth conversions, qualified charitable...
by Eric Reich | Dec 18, 2025 | Features, Atlantic County, Cape May County, Finance, South Jersey
‘Tis the season to deck the halls, light the menorah and provide peace on earth (or at least to your families) with a well-constructed financial and estate plan. With families getting together for the holidays, this is a good time to encourage conversations about...
by Eric Reich | Dec 4, 2025 | Atlantic County, Cape May County, Editorial, Finance, South Jersey
When we think about retirement, our natural tendency is to look at those folks who we know who are already retired. Typically, the people closest to us in retirement are our parents or even grandparents. There is a distinct danger in viewing our own retirement through...
