The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year. This RMD holiday…
Facing the Challenges of the Sandwich GenerationRegentAtlantic’s Chris Cordaro, Barbara Bilello, Jane Newton, and Abby Rosen discuss the challenges of the sandwich generation — individuals who are responsible for both children and parents. Exploring multiple scenarios, they share planning for the unexpected, and strategies to provide financial support to help keep your financial — and emotional — plans on track.
RegentAtlantic is proud to announce that it has been named to the Barron's 2020 list of America's Best RIA Firms. The independent firm ranking expands to 100 spots this year, and Barron's rankings…