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Weekly briefing

Events

October 27, 2021, Wednesday: Preparing Your Estate Plan for the Upcoming 2022 Tax Changes
November 3, 2021, Wednesday: Medicare Outlook: Navigating the Annual Election Period
November 10, 2021, Wednesday: Proposed Income Tax Law Changes: Strategies to Consider Before Year-End

News

December 9, 2021, Thursday: Jim Ciprich and Melissa Weisz will be speaking at Lantern Hill
November 17, 2021, Wednesday: Barbara Bilello will be speaking at Providence College’s Money Matters
November 3, 2021, Wednesday: Jim Ciprich and Melissa Weisz will be speaking at River’s Edge

Insights

Long Term Care Insurance
What Insurances Do I Need In Retirement?: The Transition from Disability Income to Long Term Care Insurance

Part 2 of Series There is no doubt that the amount of insurance we need throughout our lives change as circumstances change.  I know this firsthand as a father who…

Videos

Recognition

Barron's-top-ria
RegentAtlantic named to Barron’s 2021 list of America’s Top RIA Firms

RegentAtlantic is proud to announce that it has been named to the Barron's 2021 list of America's Top RIA Firms. Barron's rankings formula is based on qualitative and quantitative metrics,…

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