T. Eric Reich, CIMA®, CFP®, CLU®, ChFC®

T. Eric Reich, CIMA®, CFP®, CLU®, ChFC®

President and Founder, Reich Asset Management, LLC

T. Eric Reich, President of Reich Asset Management, LLC, is a Certified Financial Planner™ professional, holds his Certified Investment Management Analyst certification, and holds Chartered Life Underwriter® and Chartered Financial Consultant® designations.

Email:  eric@reichassetmanagement.com | Website:  www.reichassetmanagement.com | Phone: 609-486-5073 | Facebook:  https://www.facebook.com/reichassetmanagement | LinkedIn: https://www.linkedin.com/in/tericreich/

Can I Afford to Retire?
Career woman thinks as she looks out a window
retirement planning

Can I Afford to Retire?

That fearful question is what holds many people back from taking the plunge, but a little fact-finding could give you the information you need to make…
August 4, 2021
Time to Face Reality: Your Kids Don’t Want Your Stuff!
An older man sits in his living room filled with antiques.
estate planning

Time to Face Reality: Your Kids Don’t Want Your Stuff!

One estate planning mistake I see all the time is that parents want their children to inherit their homes and treasured possessions, and they assume t…
March 29, 2021
Should I Start Gifting Money (or Even My House) to My Kids?
A hand holding a red apple
estate planning

Should I Start Gifting Money (or Even My House) to My Kids?

As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to…
November 11, 2020
Hidden Costs of Roth IRA Conversions
Money stashed under mattress
Roth IRAs

Hidden Costs of Roth IRA Conversions

Yes, Roth IRAs are pretty great, but they can come with some potentially costly complications.
July 29, 2020
A Reality Check 11 Years after the Last Crash
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Markets

A Reality Check 11 Years after the Last Crash

Eleven years ago, many investors watching the Dow gyrating thought things could only get worse and that we'd never see 14,000 again. Clearly, they wer…
March 16, 2020
IRA Rollovers: What's in a Name? A LOT!
retirement

IRA Rollovers: What's in a Name? A LOT!

Do you understand the difference between a 60-day rollover and a trustee-to-trustee transfer? If you don't, you could be slapped with a hefty tax bill…
February 25, 2020
Retirees Can't Afford to Underestimate Sequence of Return Risk
retirement

Retirees Can't Afford to Underestimate Sequence of Return Risk

If the market tanks in the early years of your retirement, you could be in big trouble ... unless you're prepared.
January 3, 2020
The 1 Type of Insurance Every Worker – Especially the Young – May Need
insurance

The 1 Type of Insurance Every Worker – Especially the Young – May Need

It's likely you'll make over $2 million during your working years. That's something worth insuring, and disability insurance is the way to do it. Here…
January 2, 2020
Risk Tolerance in the Bull Market Era
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Markets

Risk Tolerance in the Bull Market Era

Assessing your ability to take a chance on stocks is more important now than ever, and to get an accurate appraisal, a chat is much more effective tha…
December 2, 2019
8 Questions to Ask Before Making Any Investment
retirement

8 Questions to Ask Before Making Any Investment

When meeting with a financial adviser, it can be a little intimidating, but don't let any fear of looking uninformed keep you from asking some importa…
November 26, 2019
How to Choose a Financial Adviser
retirement

How to Choose a Financial Adviser

To pick the right professional for you, you need to do some poking around and ask a lot of questions. Here are some practical steps to help make a sol…
November 25, 2019
Year-End Financial Planning Ideas
retirement

Year-End Financial Planning Ideas

Six money management, tax planning and estate planning steps to consider getting started on as 2019 winds down.
November 22, 2019
10 Surprisingly Common Estate Planning Mistakes
estate planning

10 Surprisingly Common Estate Planning Mistakes

From the obvious to the highly obscure, estate-planning problems have one thing in common: They can cause huge, costly headaches for your loved ones. …
June 7, 2018
10 Surprising (or Surprisingly Common) Estate Planning Mistakes
retirement

10 Surprising (or Surprisingly Common) Estate Planning Mistakes

When it comes to wills, as a financial planner, I’ve seen a lot of sad, unfortunate or just plain weird things happen over the years.
May 22, 2018
Social Security 101: How to File for Benefits
retirement

Social Security 101: How to File for Benefits

Nothing worth doing is ever easy, and so it goes with Social Security. When the time comes to file for your benefits, be prepared. Here are the nuts a…
March 22, 2018
When to Claim Social Security: 5 Tips
retirement

When to Claim Social Security: 5 Tips

It's easy to say that it's best to wait until you're 70 (if you can) to get the biggest monthly check possible. But it's not that simple. For some fol…
March 6, 2018