What Insurance Do I Need In Retirement?
There are plenty of risks that we need to think about and manage as we age. Those risks may include market declines, premature death, fire hazards or liabilities associated with driving. As we age, we…
Retirement Income: Some rules are meant to be broken!
For many of us who are still in our working years, the word retirement doesn’t resonate. We know it’s a goal that we save for, but the reality is, we don’t think about the nuances…
Planning for Senior Housing in the Age of COVID-19
One of the most important parts of retirement planning is identifying optimal housing and healthcare arrangements for later years. This may range from modifications to an existing home to accommodate aging in place, to downsizing…
Social Engagement While Social Distancing
In retirement planning, there inevitably needs to be a financial analysis to determine how much one can spend and for how long, based on a set of predetermined assumptions. That is vital in determining if…
Advisor’s Succession Plan Can Impact You
One question clients often ask me is “What happens to me if something happens to you?” As financial advisors, we work with clients through their “what if” scenarios on a regular basis. For instance, “What if…
Caring for Aging Parents – Continuing the Conversation
RegentAtlantic hosts an annual You and Your Aging Parents presentation featuring a panel of legal, financial, and healthcare experts. The Q&A session is designed to cover the multifaceted planning needs and solutions available to those…
You and Your Aging Parents
This past October, RegentAtlantic hosted clients and friends at our Morristown office for an educational panel presentation entitled “You and Your Aging Parents.” Our panelists included Michael Thompson, an estate and elder law attorney with…
The Need for a CCRC-Optimized Portfolio
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…
Continuing Care Retirement Community (CCRC) – When It’s Time for Your Aging Parents to Move: A Guide for Adult Children
In this first series of our “CCRC 360,” I interviewed three adult children who recently went through the process of helping a parent with their transition to a Continuing Care Retirement Community (CCRC). My hope…
More Than Home Healthcare: ‘CCRC Without Walls’ Option Debuts
As seniors consider both healthcare and housing decisions in retirement, their options typically extend to polar opposites. They think of either “staying at home” or “moving to a community.” In response to seniors’ growing desire…