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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…
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,…
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…
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…
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,…
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…
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…
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…
I recently tuned into the Valspar Championship. Tiger Woods was in the running for the winner’s purse for the first time since 2013. Some aspects of Tiger had not changed. He energized the crowd in…
As excitement around the holiday season and the possibilities of 2017 fall upon us, shopping, baking, and decorating take the forefront. The annual chaos makes it easy to push aside any thoughts pertaining to financial…