retirement planning

Six New Year’s Resolutions Seniors Should Consider for 2022

For many people, the start of a new year is a time to look forward, consider the possibilities that lie ahead, and make a resolution about things you would like to change. Sometimes these New Year’s resolutions are small tweaks you’d like to make to improve some aspect of your life. Other times, they are [...]

By |2022-01-10T14:30:34-05:00January 11th, 2022|

Planning Financially for a Move to a CCRC

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 [...]

By |2021-09-14T08:23:01-04:00September 14th, 2021|

A More Holistic Approach to Retirement Planning

Recently I took some time to look at my earliest blog posts here at myLifeSite. I almost couldn’t believe it when I noticed that our first post was written over eight years ago! I still remember sitting in a Jason’s Deli in Raleigh, N.C., and thinking I would give this blog thing a try. In [...]

By |2021-05-04T09:34:04-04:00May 3rd, 2021|

In a Good Place: Enjoying Retirement in a CCRC

Recently, I had the pleasure of speaking with two residents of Henry Ford Village (HFV) in Dearborn, Michigan. Let’s call them Dan and Mary. They were not a couple but had become friends over their time living in this continuing care retirement community (CCRC, or life plan community). I asked Dan and Mary the two [...]

By |2021-04-12T14:56:35-04:00April 29th, 2019|

Do You Need to Update Your Estate Planning Documents?

I’m a planner; I like to be prepared for whatever the future might hold. This trait is in part what drew me to my previous career as a financial advisor, as well as the reason I’m now an advocate for continuing care retirement communities (CCRCs, or life plan communities), which provide their residents with the [...]

By |2021-04-18T06:53:29-04:00April 30th, 2018|

A Great Relief, by guest author and CCRC resident, Jim Patrick

The following story is part of a joint project between myLifeSite and Senior Correspondent where we ask people to report on their senior living decision process.  By Jim Patrick After retiring, my wife and I moved from our home in Seattle to Tucson, where we lived in an active senior retirement community and lived for [...]

By |2018-01-25T14:29:34-05:00December 1st, 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 |2017-11-28T08:05:22-05:00November 27th, 2017|

Not Your Granny’s Retirement: CCRCs and Younger Retirees

I recently visited a beautiful continuing care retirement community (CCRC, or life plan community) in Tulsa, Oklahoma, and was struck by how very attractive and welcoming it was. After staying overnight in a comfortable guest suite, I woke up to take a sunrise jog. There was a walking/jogging trail that winded around the community, over [...]

By |2021-06-25T12:43:24-04:00November 20th, 2017|

Pre-Crisis vs. Post-Crisis Planning: Confronting Life’s Unknowns

“Planning for a crisis”: It almost sounds like an oxymoron. But as we grow older, it becomes a matter of practicality. Yes, we’d all like to think that we will be healthy and able-bodied for the rest of our lives, but unfortunately, that’s not always the case. And that’s where planning for a crisis comes [...]

By |2017-11-07T09:07:37-05:00November 6th, 2017|

Important Tasks & Decisions for Each Phase of Retirement Planning

Retirement. It tends to be a catch-all word that generally refers to the light at the end of the tunnel after years of hard work. It’s a time to enjoy the things in life that matter the most, like family, travel, and leisure activities. After all, you’ve put in your time and earned it! But [...]

By |2017-10-31T16:29:49-04:00September 25th, 2017|
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