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…
If you happen to inherit a 401(k), generally the best option is the roll the assets over into an Inherited IRA and take distributions over your lifetime. However, before doing so, you might want to…
Changing jobs can be an exciting but hectic time. As you take on new challenges, acquaint yourself with new coworkers and settle into a new environment, there are a few major financial items that you…
Each year, more than 100 high-level women who work across all sectors of Wall Street gather to continue to advance their careers and network strategically. The RegentAtlantic Wall Street Women Forum® is designed exclusively for…
Executive Summary RegentAtlantic’s 2014 white paper “Exodus on the Parkway: Are Taxes Driving Wealthy Residents Out of New Jersey?” focused on the out-migration of the state’s retirees due to high income, estate, and property taxes.…
Selling your business can be a process filled with a lot of frustrating stops and starts. You may think you’re ready to sell, then find you aren’t as prepared to move on as you thought.…
In past blogs, we’ve talked about some of the psychological barriers that can interrupt your efforts to sell your business. Being a self-aware seller is important because it can improve the odds that your sales…
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…
Maybe you’re getting itchy to do something new and more intellectually stimulating. Or perhaps you’re approaching retirement age and are ready to pass on your company’s reins to the next generation. It’s time to consider…
