What Insurance Do I Need In Retirement?
There are plenty of risks that we need to think about and manage as we age. Those risks may include market declines, premature death, fire hazards or liabilities associated with driving. As we age, we…
Planning for Senior Housing in the Age of COVID-19
One of the most important parts of retirement planning is identifying optimal housing and healthcare arrangements for later years. This may range from modifications to an existing home to accommodate aging in place, to downsizing…
Social Engagement While Social Distancing
In retirement planning, there inevitably needs to be a financial analysis to determine how much one can spend and for how long, based on a set of predetermined assumptions. That is vital in determining if…
Advisor’s Succession Plan Can Impact You
One question clients often ask me is “What happens to me if something happens to you?” As financial advisors, we work with clients through their “what if” scenarios on a regular basis. For instance, “What if…
Caring for Aging Parents – Continuing the Conversation
RegentAtlantic hosts an annual You and Your Aging Parents presentation featuring a panel of legal, financial, and healthcare experts. The Q&A session is designed to cover the multifaceted planning needs and solutions available to those…
You and Your Aging Parents
This past October, RegentAtlantic hosted clients and friends at our Morristown office for an educational panel presentation entitled “You and Your Aging Parents.” Our panelists included Michael Thompson, an estate and elder law attorney with…
Financial Considerations for Widows and Widowers – You Are Not Alone
Financial Considerations for Widows and Widowers One of the most challenging parts of my job as a wealth advisor is having a client pass away. My official role is to provide financial planning and investment…
The Need for a CCRC-Optimized Portfolio
If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new…
Continuing Care Retirement Community (CCRC) – When It’s Time for Your Aging Parents to Move: A Guide for Adult Children
In this first series of our “CCRC 360,” I interviewed three adult children who recently went through the process of helping a parent with their transition to a Continuing Care Retirement Community (CCRC). My hope…
Is Your Halloween Holiday Haunted with Liabilities?
There are plenty of things that scare us at Halloween Horror movies that feature ghosts, zombies, vampires, and werewolves come to mind immediately. What about the Halloween horror of being on the receiving end of…