WEEKLY BRIEFING 11.30.21This week at RegentAtlantic we're talking about the importance of saving for retirement. Wealth Advisor Melissa Weisz shares the beneficial reasons of a retirement nest egg beyond the financial security, like happiness and fulfillment.
Endowment Spending Outlook: Should You Change Your Policy for 2022?RegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn, and Dave Pettit discuss key considerations for sustainable endowment spending strategies in 2022.
Topics will include:
Aligning mission and long-term strategic plan
Factors to consider when designing your spending policy
Testing impact on portfolio values and spending amounts
Proposed Income Tax Law Changes: Strategies to Consider Before Year-EndRegentAtlantic Wealth Advisors Chris Cordaro, Matt Masterson, Eileen Stevens and Eric Chen discuss the proposed income tax policy changes and what you might consider doing now to help you prepare.
WEEKLY BRIEFING 11.10.21This week at RegentAtlantic we’re talking about Treasury Inflation Protected Securities. Wealth Advisor Melissa Weisz describes these bonds that can benefit from increasing inflation, but also discusses the risks associated with them.
Medicare Outlook: Navigating the Annual Enrollment Period and 2022 ChangesRegentAtlantic Wealth Advisors Bryan Smalley and Bob Wolfe discuss how to take advantage of Medicare’s Annual Election Period and make sure your 2022 coverage is the right fit for you.
WEEKLY BRIEFING 11.5.21WEEKLY BRIEFING 11.5.2021 This week at RegentAtlantic we’re talking about the 2021 United Nations Climate Chance Conference discussing climate change and strategizing to reduce carbon emissions. Wealth Advisor William Vaughan discusses our region and ways to incorporate environmentally conscious investments in our portfolio.
#COP26 #UnitedNations #ESG #environmental #social #governance #investing #lowercarbonemissions #insights #WeeklyBriefing #RegentAtlantic
Preparing Your Estate Plan for the Upcoming 2022 Tax ChangesHow will the proposed tax law changes impact estate taxes?
RegentAtlantic team with Chris Cordaro, Lesley Draper, Jonathan Gulman and Eileen Stevens discuss the upcoming tax changes that could affect your estate plan and what you can do now to help prepare.
The “Sunset” of Estate and Gift Tax
Spousal Lifetime Access Trust (SLAT)
WEEKLY BRIEFING 10.29.21WEEKLY BRIEFING 10.29.21 This week at RegentAtlantic we’re talking about health care proxies when estate planning. Wealth Advisor William Vaughan defines the role of a health care proxy and the importance of this decision making, specifically in states with different protocols.
Strategies For Year End Charitable GivingRegentAtlantic Wealth Advisors Lesley Draper, Jim Sonneborn and Matt Mignon discuss charitable giving and year-end planning strategies that may help maximize your tax benefit.
WEEKLY BRIEFING 10.21.21WEEKLY BRIEFING 10.21.21 This week at RegentAtlantic we’re remembering Colin Powell and talking about the importance of our estate documents. Wealth Advisor William Vaughan discusses the importance of reassessing your legal medical documents and living will in the time of COVID.
J&J Snack Foods Employee Stock Compensation: Planning Strategies for Your Personal PortfolioDo you have a concentrated stock position in J&J Snack Foods?
How will their stock performance impact your long-term financial goals? What percentage of concentrated stock should be in your personal portfolio?
RegentAtlantic Wealth Advisors Abby Rosen and Chad O’Brien, along with Co-Head of Investments Andy Kapyrin discuss J&J Snack Foods’ stock performance and financial strategies that may help capitalize on your concentrated position.
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