“If we all moved every ten years it would become a part of what we do,” said John. “We would become more accustomed to change; to accepting new environments. And we wouldn’t have so much clutter…”
The decision to downsize and transition into a senior living community is often filled with an array of emotions as well as some logistical complexity. Whether you’re an older adult looking to simplify your lifestyle, or an adult child helping a parent through this change, it’s important to understand what goes into the senior downsizing [...]
What are retirement community waiting lists, and when is the ideal time to get your name on one? Learn how these lists work at CCRCs and assisted living facilities, and what you should do to plan before…and after…getting your name added.
This past week, I was honored to speak to a great group of residents and prospects at Freedom Pointe at The Villages, a beautiful continuing care retirement community (CCRC, also called a life plan community) in Florida. After my presentation, I talked with a gentleman who is a resident of the community. He made two [...]
If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased. —Maya Angelou March marks Women’s History Month, a time when we celebrate the women who have changed our world for the better. Names like Rosa Parks, Anne Frank, and Amelia Earhart might naturally come to mind, but [...]
Every so often I get asked about financial guidance on moving to a continuing care retirement community (CCRC or “life plan community”). Although I no longer provide one-on-one financial planning advice as in my previous career, I thought it might be helpful to write a post with some key considerations when planning financially for a [...]
The rollout of the COVID-19 vaccine has been slower than hoped, but it is happening. Each day, more and more Americans have the opportunity to roll up their sleeve and get inoculated against this terrible virus. Hopefully, in the coming weeks and months, that number will go up dramatically as vaccine supply increases. With this [...]
Selling an existing home is one of the tasks that many people view as a hurdle to their continuing care retirement community (CCRC or life plan community) decision. Indeed, according to our Consumer Survey results, more than one in three respondents cited “Putting off dealing with all my stuff / hassle of moving” as a [...]
There are certain things in life that, if you wait until you feel absolutely certain that you’re ready and the timing is perfect, you will probably never do — getting married, buying a house, having children, and retiring among them. Another milestone that is commonly on this list is moving to a retirement community, such [...]
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 [...]
