Coronavirus COVID-19 and the Stock Market

By now, almost everyone is aware of the coronavirus disease 2019 (COVID-19) that is spreading around the globe. It’s impacting not only people’s health and travel plans but also the stock market. As a result, many of you have probably been contacted by your financial advisors, most likely encouraging you to stay calm in the [...]

By |2023-08-05T09:57:38-04:00March 2nd, 2020|

The Intersection of CCRC Finances & Occupancy Results

If you’ve had a chance to look over the results of our recent consumer survey of over 420 prospective residents of continuing care retirement communities (CCRCs or “life plan communities”), then you know that one of the biggest, if not the biggest, reason for delaying a decision to move is uncertainty or concern regarding the [...]

By |2023-08-03T09:42:28-04:00March 4th, 2019|

Financial Caregiving: A Topic No One Wants to Discuss

Money. Even under the best of circumstances, it’s a subject few people want to discuss…even with individuals in their own family. But as people age, it becomes important—and sometimes necessary—that the senior’s adult children or another trusted person has an understanding of their financial situation—what is sometimes referred to as “financial caregiving.” It happens too [...]

By |2023-08-05T14:10:42-04:00September 17th, 2018|

Encore Careers for Seniors: Finding Job Satisfaction…Again

While writing last week’s post on seniors and happiness, I was reminded of a recent conversation I had with a retiree—a 68-year-old “snowbird” who winters at a senior living community in Florida. He retired almost 10 years ago from teaching high school, and since then, he has been working 6 months of the year as a [...]

By |2023-09-19T22:36:29-04:00December 11th, 2017|

Proposed Tax Changes May Hit Seniors & CCRCs Hard

Taxes have been a hot topic over the past few weeks and months as the president and GOP-controlled Congress try to push through changes that will impact millions of Americans—raising the tax bill for some while lowering it for others. If you’re like me, you may be trying to figure out which of these two [...]

By |2023-08-05T14:37:00-04:00November 27th, 2017|
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