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When you compare one continuing care retirement community (CCRC) to another, you will likely consider the community’s size, amenities, culture, and location, among other features. However, it is also important to look behind-the-scenes at the CCRC’s infrastructure, starting with its board of directors. Although a CCRC is “home” to its residents, it is also a [...]

If you are a financial advisor, you have a tremendous opportunity to help clients in their mid-retirement years avoid difficult, and often costly, situations in the future by tactfully engaging them in a conversation about their plans for long-term care. Here are some ways to delicately approach this touchy topic and show that you care about a client’s well-being…not just their money.

A few weeks ago, I wrote about CCRCs without Walls, and how this emerging concept may be an option for those who wish to remain in their home in retirement, instead of moving to a retirement community. Similarly, there are two other fairly new trends that can provide support and services, where you live, as you age:

The word “home” conjures images and feelings of warmth and comfort. It is the place we feel most emotionally connected, filled with pleasant memories. And, the idea of aging at home can be symbolic of maintaining your independence. But does “aging at home” necessarily mean aging in the same home? Perhaps it depends on appeals most to you about “home.”

If you dig into his 2016 budget proposal, you will find that President Barack Obama has suggested some broad policy changes that could affect how and where services would be delivered to seniors and those with disabilities.