2021 Year-End Financial Checklist
Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know…
Graduation without an Occupation
"What do you want to do when you grow up?" is the formidable question most young adults face. In this episode, RegentAtlantic Wealth Advisor and Family Bond’s host, Mike Pappachristou speaks with Montclair State University…
Walk the Line: How to Help Future Generations Without Enabling Them
Over the years, we have worked with many clients who have different views on gifting to their children or grandchildren. For some, making life worry-free for future generations is a top priority. Others believe that…
Finding (& Funding) Your Retirement Home
Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…
Family Wealth Planning: A Perspective on Perspectives
At RegentAtlantic, we enjoy partnering with multiple generations of our clients’ families. Not only does it allow us to further build upon strong relationships, but it gives us constant exposure to new challenges and perspectives that…
Home Equity vs. Mortgage Loan
What's smarter: 100% or 20% down payment? In this episode, RegentAtlantic Wealth Advisor and Family Bond's host, Mike Pappachristou, and Chad O'Brien, RegentAtlantic colleague and Wealth Advisor, discuss home financing decisions. Did you know that…
Beyond Listing Price
Whether it's your starter home or forever home, choosing the right loan will impact you and your family's future. RegentAtlantic Wealth Advisor and Family Bond's host, Mike Pappachristou, and Nick Montani, NJ Mortgage Loan Officer,…
Behind the Scenes of New York Residential Real Estate
What really goes on in a real estate transaction? RegentAtlantic Wealth Advisor and Family Bond's host, Mike Pappachristou talks with veteran luxury-property broker Robert Dienes with Brown Harris Stevens. Sharing the ins and outs of…
Planning in a Market Pullback – A Silver Lining
Uncertainty around the impact of the coronavirus has brought a high level of volatility and has ultimately driven us into bear market territory (a pullback of 20% or more from peak levels). Daily market swings…
Opportunity Like No Other – Qualified Opportunity Zones
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents…