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Last week we wrote about employer sponsored retirement plans and what to consider as you head into open enrollment. I asked you to think about this in terms of "mise en place" before making a…
I learned about the idea of “mise en place” during a cooking class I took several years ago. In cooking it means to lay out all the ingredients and supplies you need before you start…
When you have a spending goal, whether big or small, you need to plan around how that goal will be funded. Will the goal be funded via cash flow or cash on hand? Will you…
Last week President Biden delivered on his long-awaited campaign promise of broad-based student loan forgiveness just one week before the latest payment pause was set to expire. Let’s take a look at what the announcement…
As you sit at your coffee table reviewing your investment portfolio, you can’t help but notice the sharp swings in value and think to yourself, “What else is out there? Are we really looking at…
The Real Estate market, particularly residential housing, has seen tremendous growth over the past few years. For those looking for homes, supply has been low and demand has been strong, necessitating many buyers to sweeten…
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…
Every spring at RegentAtlantic, we host a Shred Day for clients and friends of the firm. As a Wealth Advisor, around this time of year between tax filing and spring cleaning, I am often asked,…
Have you noticed the increase in “alternative meats” in your grocery store lately? They go under names like Impossible Foods, Beyond Meat and so on. Some consumers may be switching to these non-meat substitutes as…
What do you do when the Go-To Strategies just won’t cut it? The Federal Lifetime Exemption is the total amount of wealth that you can give away tax-free in your lifetime. Importantly, it is the…