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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…
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…
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…
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…
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…
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…
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…
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…
Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. A life plan community refund typically ranges from 50 to 90%…
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…