Paying It Forward –Charitable Giving & Senior Housing
As investors get further along into retirement, it is common to reflect on what impact they have made on those around them, their community and the world at large. We focus less on what we…
What Insurances Do I Need In Retirement?: The Transition from Disability Income to Long Term Care Insurance
Part 2 of Series There is no doubt that the amount of insurance we need throughout our lives change as circumstances change. I know this firsthand as a father who just added a teenage driver…
Am I “Tax Locked” In My Home?
As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term. It may be more square footage than needed, or may…
Looking to Make a Move Prior to Selling Your Home?
Consider a Pledged Asset Line Many retirees consider the benefits of downsizing their home at some point. According to Zillow, 46% of Baby Boomers who sold their homes in 2017 were in the process of…
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…