Of Tarpon And Triumph

Of Tarpon and Triumph

Philip began his pursuit of fishing at a young age along the banks of New Jersey’s Passaic River.  In some thirty plus years of angling, he has traveled throughout the United States and Canada, chasing both fresh and saltwater species,…

Modeling Retirement Spending Patterns: What’s Changing In 2016

Modeling Retirement Spending Patterns: What’s Changing in 2016

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 estimate both their investment earnings…

How To Improve Your Nonprofit’s Social Media Efforts

How to Improve Your Nonprofit’s Social Media Efforts

George Weiner is the “Chief Whaler” (a.k.a. founder and president) of Whole Whale, a digital agency based in Brooklyn, New York. Members of RegentAtlantic’s Neighborhood Nonprofit Group (NNG) recently asked Weiner for advice on improving a nonprofit’s new or fledgling…

What The 2016 Social Security Changes Mean For You

What the 2016 Social Security Changes Mean for You

On Monday, Nov. 2, 2015, President Barack Obama signed the Bipartisan Budget Act of 2015. This new law contained several provisions, but one specifically impacts Social Security claiming strategies. While the new laws may somewhat alter the Social Security filing…

Overcoming 6 Common Obstacles To Selling Your Business

Overcoming 6 Common Obstacles to Selling Your Business

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. You may assume you’ve found…

Your Business: What Is Your Buyer Thinking?

Your Business: What Is Your Buyer Thinking?

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 transaction will actually be completed.…

Looking Through The Lens Of “The Martian”

Looking Through the Lens of “The Martian”

One of my favorite movies of 2015 was “The Martian.” It combined science and determination with a good dose of humor. Interestingly, I think these elements are also present in a truly thoughtful investor. As such, “The Martian” provides a…

Life Plan Communities Vs. Long-Term Care Insurance

Life Plan Communities vs. Long-Term Care Insurance

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 I need it? Where will…