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When asked about growing deficit in the U.S., Ronald Reagan famously quipped, “I am not worried about the deficit. It is big enough to take care of itself.” Investors are having a less sanguine response…
This year, RegentAtlantic will run a series of blogs that address strategies for managing concentrated stock positions and other financial issues corporate executives tend to face. This first blog focuses on 10b5-1 plans, which are…
With the S&P 500 up over 258% since 2009 and bond markets up approximately 40%, there has been a trend of equity allocations increasing among investors. Whether due to complacency with a low-volatility environment or…
Financial Considerations for Widows and Widowers One of the most challenging parts of my job as a wealth advisor is having a client pass away. My official role is to provide financial planning and investment…
If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new…
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…
New Jersey Tax Reform Will Affect Retirees and Business Owners 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…
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…
