Changing Jobs? Here Are A Few Things To Consider…

Changing Jobs? Here are a few things to consider…

Changing jobs can be an exciting but hectic time.  As you take on new challenges, acquaint yourself with new coworkers and settle into a new environment, there are a few major financial items that you need to take care of…

2Q 2016: Quarterly Investment Letter

2Q 2016: Quarterly Investment Letter

Just close your eyes and pedal! In June, I took a Backroads cycling tour of Washington State’s San Juan Islands. On the third day of the journey, trip leader Katie Roda described our trip in the pre-ride wrap: “There’s a…

Taking The Pulse Of Women On Wall Street

Taking the Pulse of Women on Wall Street

Each year, more than 100 high-level women who work across all sectors of Wall Street gather to continue to advance their careers and network strategically. The RegentAtlantic Wall Street Women Forum® is designed exclusively for women with significant experience and…

How To Avoid A Breach Of Contract At Life Plan Communities

How to Avoid a Breach of Contract at Life Plan Communities

Retirees are usually looking to enhance their quality of life when they transition into life plan communities (formerly referred to as “continuing care retirement communities”). One thing you may not know is that many of these communities offer contractual promises…

‘Hey, Honey: What’s For…retirement?’

‘Hey, honey: What’s for…retirement?’

Have you ever noticed that when you need to make a choice about things like tonight’s dinner, your thinking tends to be quite narrow? The answer usually ends up being “I don’t know,” “I don’t care” or the fallback: some…

Of Tarpon And Triumph

Of Tarpon and Triumph

Philip began his pursuit of fishing at a young age along the banks of New Jersey’s Passaic River.  In some thirty plus years of angling, he has traveled throughout the United States and Canada, chasing both fresh and saltwater species,…

Modeling Retirement Spending Patterns: What’s Changing In 2016

Modeling Retirement Spending Patterns: What’s Changing in 2016

Retirement planning is an integral piece of the financial guidance we provide at RegentAtlantic. As part of that process, we continually search for the most effective ways to model each client’s financial future—meaning methods to estimate both their investment earnings…

How To Improve Your Nonprofit’s Social Media Efforts

How to Improve Your Nonprofit’s Social Media Efforts

George Weiner is the “Chief Whaler” (a.k.a. founder and president) of Whole Whale, a digital agency based in Brooklyn, New York. Members of RegentAtlantic’s Neighborhood Nonprofit Group (NNG) recently asked Weiner for advice on improving a nonprofit’s new or fledgling…