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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…
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…
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 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…
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…
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…
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…
As seniors consider both healthcare and housing decisions in retirement, their options typically extend to polar opposites. They think of either “staying at home” or “moving to a community.” In response to seniors’ growing desire…
Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. A life plan community refund typically ranges from 50 to 90%…
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…
