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Planning for Senior Housing in the Age of COVID-19

Senior Housing

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

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…

You and Your Aging Parents

You And Your Aging Parentcommunity (CCRC)

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…

The Need for a CCRC-Optimized Portfolio

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…

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…

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