We believe that Health Savings Accounts (HSA) are one of the best retirement accounts available and may be one of the first accounts you consider saving into for retirement. For many of us, Flexible Spending…
Recent Legislation passed and signed into law the most significant NJ tax changes in over a decade. Most importantly, it begins to change our state’s reputation as one of the most tax unfriendly states in…
You undoubtedly remember the fairytale of “Goldilocks and the Three Bears.” In the story, a precocious young trespasser lets herself into a bear family’s home while they’re away. She proceeds to test out their food,…
When it comes to retirement planning, I like to say that 90% of it is psychological and the other half is math. Yes, that’s a nod to the brilliant, recently passed Yogi Berra. A solid retirement…
Retirees are usually looking to enhance their quality of life when they transition into life plan communities (formerly referred to as “continuing care retirement communities”). One thing you may not know is that many of…
Have you ever noticed that when you need to make a choice about things like tonight’s dinner, your thinking tends to be quite narrow? The answer usually ends up being “I don’t know,” “I don’t…
Retirement planning is an integral piece of the financial guidance we provide at RegentAtlantic. As part of that process, we continually search for the most effective ways to model each client’s financial future—meaning methods to…
If you or an elderly loved one has made the emotional and financial decision to transition into a Life Plan Community (LPC)—what was formerly called a Continuing Care Retirement Community, or CCRC—leave yourself plenty of…
As Baby Boomers continue to retire, questions about the costs associated with long-term care continue to concern them. Questions we commonly hear include: Exactly how will I pay for long-term care if my spouse or…
There is no doubt that language in the senior housing world can be confusing. It is often difficult to differentiate between “assisted living,” “skilled nursing,” “independent living,” “continuing care,” “age-restricted” and the myriad of other…
