ccrc affordability

Becoming an Educated Senior Living Consumer

This past week, I had the pleasure of speaking to a group at Ventana by Buckner, a beautiful new continuing care retirement community (CCRC, also called a life plan community) in Dallas. It was a great opportunity to interact with prospective residents and help answer some of their questions on topics like financial hesitancy, for-profit [...]

By |2022-03-28T15:15:24-04:00March 29th, 2022|

“I’m Not Ready Yet” Part 2: The Cost of Peace of Mind

In the “I’m Not Ready Yet” blog series, we will be taking an in-depth look at some of the most common reasons why people put off a move to a continuing care retirement community (CCRC) or other senior living community. In last week’s post, we talked about one of the common reasons that people put [...]

By |2022-02-22T09:14:05-05:00February 22nd, 2022|

You May Be Able to Deduct Some CCRC Costs from Your Taxes

Over the past months since COVID-19 turned our world upside down, I’ve done a few dozen webinars for prospective residents of various retirement communities across the country focused on planning for the future in an uncertain environment. One of the most common questions that I get during the Q&A portion of these sessions continues to [...]

By |2021-04-12T09:01:50-04:00August 24th, 2020|

3 Reasons Seniors Delay a CCRC Move & Why They Should Reconsider

According to AARP’s most recent survey of adults age 50 and over, 76 percent of seniors want to remain in their homes for as long as possible. I’ve seen other surveys that put that figure at upwards of 90 percent. Whichever source you consider, the consensus seems to be that a large majority of retirees would prefer [...]

By |2019-11-25T15:41:48-05:00November 25th, 2019|

Is a CCRC a Good Financial Fit for You?

Prior to starting myLifeSite, I spent nearly 14 years in the financial planning business, helping many older adults manage their retirement and long-term care plans. In fact, it was during my time in the industry that I recognized a need for better guidance related to complex senior living decisions, particularly when it comes to navigating [...]

By |2021-04-18T06:16:41-04:00August 19th, 2019|

“The Last Move”: Confronting Mortality with Your CCRC Decision

I recently heard an interesting story on Charlotte’s NPR station about the influx of people who are choosing to retire in North Carolina and the resulting need for more senior living and care options in the state. The piece discussed several new continuing care retirement communities (CCRCs, or life plan communities) that are under construction [...]

By |2021-04-15T13:54:48-04:00October 29th, 2018|

Can I Afford a Life Plan Community?

Prior to cofounding myLifeSite, I spent 14 years as a financial advisor. During my last couple of years in that role, I took it upon myself to learn as much as I could about the senior living industry and, in particular, life plan communities (also known as continuing care retirement communities or CCRCs). It seemed [...]

By |2018-08-06T18:24:26-04:00August 6th, 2018|
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