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Blog - RegentAtlantic

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Resources & guides. News & events. Notes from a Storytelling Conference. I recently attended the Nonprofit Storytelling Conference in Chicago in search of speakers and content for our upcoming Neighborhood Nonprofits Symposium. There were over 600 attendees from across the US and around the globe, with a wide diversity of mission…. It’s Not Too Late for Year-End Tax Savings. What All Business Owners Should Be Aware Of And Thinking About. Funding Your Charitable Goals with Your Business. Authors: Matt Mas...

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Blog - RegentAtlantic

http://regentatlantic.com/a-better-way/the-right-resources

Resources & guides. News & events. Legislation Aims to Shorten Wait for Life Plan Community Refunds. Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. These refunds typically range from 50 to 90% of the significant lump sum new residents are… Read more ›. Goldilocks and the ‘Just Right’ Probability of Retirement-Planning Success. Make Sure to Check for Company Stock Holdings. Changing job...

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Blog - RegentAtlantic

http://regentatlantic.com/a-better-way/bragging-rights

Resources & guides. News & events. Legislation Aims to Shorten Wait for Life Plan Community Refunds. Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. These refunds typically range from 50 to 90% of the significant lump sum new residents are… Read more ›. Goldilocks and the ‘Just Right’ Probability of Retirement-Planning Success. Make Sure to Check for Company Stock Holdings. Changing job...

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RegentAtlantic Portal FAQs - RegentAtlantic

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Resources & guides. News & events. Here are some helpful tips for navigating your portal. How do I retrieve my log-in information? Please contact your team’s RAP expert (analyst) if you forget your username. (See all analyst’s contact info at the bottom of this page). How do I change my password? Users can change their password under the “Setup” dropdown menu at the top. How do I view my different individual accounts? How do I customize my Dashboard (landing page)? Who is my RAP contact at RegentAtlantic?

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Blog - RegentAtlantic

http://regentatlantic.com/a-better-way/independent-thinking

Resources & guides. News & events. Legislation Aims to Shorten Wait for Life Plan Community Refunds. Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. These refunds typically range from 50 to 90% of the significant lump sum new residents are… Read more ›. Goldilocks and the ‘Just Right’ Probability of Retirement-Planning Success. Make Sure to Check for Company Stock Holdings. Changing job...

regentatlantic.com

Blog - RegentAtlantic

http://regentatlantic.com/a-better-way/clients-first

Resources & guides. News & events. Legislation Aims to Shorten Wait for Life Plan Community Refunds. Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. These refunds typically range from 50 to 90% of the significant lump sum new residents are… Read more ›. Goldilocks and the ‘Just Right’ Probability of Retirement-Planning Success. Make Sure to Check for Company Stock Holdings. Changing job...

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Business Owners - Independent Financial Advisor - RegentAtlantic

http://regentatlantic.com/real-life-solutions/a-multifaceted-plan

Resources & guides. News & events. You built it. An independent financial advisor can help with what’s next. The key components of a financial plan for business owners. We specialize in helping you develop a plan for financial independence, preparing to transition out of a business financially and psychologically, generating a paycheck from the portfolio, succession planning, domicile planning and other strategic planning matters that come with owning your own business. Choose wisely. Contact us today.

regentatlantic.com

Blog - RegentAtlantic

http://regentatlantic.com/a-better-way/commission-free

Resources & guides. News & events. Legislation Aims to Shorten Wait for Life Plan Community Refunds. Many life plan communities (also known as continuing care retirement communities, or CCRCs) offer residents contracts that provide partial refunds of their entry fees. These refunds typically range from 50 to 90% of the significant lump sum new residents are… Read more ›. Goldilocks and the ‘Just Right’ Probability of Retirement-Planning Success. Make Sure to Check for Company Stock Holdings. Changing job...