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Blog – List2023-05-12T11:06:02-04:00

A Stark Contrast in “Peak 65” Baby Boomers’ Retirement Savings Pictures

In 2024, the U.S. attained a momentous milestone as a country. That was the year that we reached what’s been dubbed “Peak 65,” referring to the youngest, largest, and final group of retiring Baby Boomers. Indeed, it may just be the largest influx of retirees in history as more than 4 million Americans will reach [...]

By |March 10th, 2025|

CCRC Entry Fee Refunds: What Happens When a Resident Passes Away?

Continuing care retirement communities (CCRCs or life plan communities) offer a continuum of care, ranging from independent living to skilled nursing care, ensuring that residents’ care needs are met as they age. Many CCRCs require new residents to pay a sizable entry fee when they first move into the community, much of which is often [...]

By |March 3rd, 2025|

Crunch the Numbers: Aging at Home vs. Moving to a CCRC

Research frequently shows that “aging at home” is the senior living preference for a majority of older adults. Yet some decide that a retirement community, such as moving to a CCRC (continuing care retirement community aka life plan community), better meets their long-term senior living goals.  Among those who choose a CCRC, many cite [...]

By |February 3rd, 2025|
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