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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…

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