Leveraging Assets for Debt
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…
Planning for Potential Student Loan Forgiveness
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…
Market Timing: Risky Gambit?
As a child, you may have had to pass time on long car rides and trips. When I was young, I liked to pass the time by playing a very simple game with a stopwatch.…
Understanding Private Investments
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…
Property Financing: How to Find Potential Tax Savings
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…
To Shred or Not to Shred: Decluttering Your Financial Paperwork
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,…
How Will Record Inflation Affect My Investing Strategy?
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…
Smart Healthcare “Consumers” Put Pen to Paper
A prerequisite of being a smart healthcare consumer is being informed of the pros and cons of your options as we talked about in our last article. Understanding the information that we receive from our…
Demystifying How To Act As A Smart Healthcare “Consumer”
Healthcare has changed dramatically in the last decade from access and advancements to insurance and privacy. Cost transparency for the healthcare consumer has become increasingly important. With several important healthcare changes on the 2022 horizon,…
#1 Fraud in 2020: Imposter Scams
The phone rings, and it’s your grandchild’s phone number. You answer, excited for a call with your loved one, but someone else answers. The caller explains frantically and tearfully that your grandchild has been badly…