Now that the US Presidential election results are in, what will this mean for your financial plan? Prior to the November 2020 elections, we shared some of our thoughts on…
You and Your Aging ParentRegentAtlantic Partners and Wealth Advisors Jane Newton, and James Ciprich, along with guests Britt Burner, an Elder Law and Estate Attorney, and Patricia Lombreglia, an Aging Life Care Professional, share key tips for navigating the legal, financial and emotional maze of taking care of an aging parent.
Congratulations to our colleague Jon Gulman on being recognized by The Family Wealth Alliance 2020 Young Professionals Awards. The Young Professionals competition is a way for the organization to honor…