Patrick Macken, Senior Managing Director
First Republic Bank
With home values consistently rising across the country, many pre-retirees may be able to tap into a hidden retirement resource: the equity in their homes.
Gene Martino, Portfolio Manager
First Republic Investment Management
When it comes to creating a holistic financial plan, most people know they’ll need to save for retirement and create an estate plan — but there’s another critical element that must also be factored in: elder care.
NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE