Different Types of Trusts Can Meet Your Estate Planning Goals

For some people, creating a trust as part of their estate planning process can be a savvy move to protect their assets and their legacy. But with so many different types of trusts, it can be confusing to know which type is right for your unique situation and objectives. Let’s take a look at what [...]

By |2024-01-02T09:03:14-05:00January 2nd, 2024|

Overcoming Adult Children’s Objections to Your Senior Living Plans

The holiday season is upon us, and with it comes time spent with family. Over the next few weeks, many people will savor some quality together time, but for some, it also can be a time of fraught conversations — think politics, religion, or relationship status. But there’s one conversation that is worth having, even [...]

By |2023-11-27T18:12:29-05:00November 28th, 2023|

Is Retirement in Florida Right for You?

As temperatures begin to drop in many areas of the country, some older people may start to ponder if spending their retirement in Florida might be the way to go. For so-called “snowbirds” who have already made this senior living decision, cooler weather is a sure sign that it’s time for their annual trip south [...]

By |2023-11-06T16:47:49-05:00November 7th, 2023|

Seniors Should Build a Standout Team of Professional Services Providers

Football season has begun with millions of people tuning in to watch their favorite teams battle it out on the gridiron. For retirees and those approaching retirement, fall is also a good time of year to assess your own “team” of professional services providers. These are the people who you may need to call on [...]

By |2023-07-19T15:54:28-04:00September 13th, 2022|

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 |2024-03-21T10:56:30-04:00January 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 |2023-08-03T09:28:48-04:00September 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 |2023-08-03T09:51:31-04:00May 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 |2023-08-03T09:42:25-04:00April 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 |2023-08-03T09:43:20-04:00April 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 |2023-07-27T12:56:44-04:00December 1st, 2017|
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