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 |2023-10-31T23:21:14-04:00November 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 |2023-08-03T09:44:45-04:00November 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 |2023-08-03T09:44:46-04:00November 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 |2023-08-03T09:44:49-04:00September 25th, 2017|

After the Storm: Rethinking a Florida Retirement?

While states like Florida, Arizona, and Texas have become major retirement destinations because of their year-round warm climates, Florida is still considered the “Mecca” for many retirees. In fact, with 3.6 million seniors, the state of Florida has the largest percentage of people age 65 and older (20 percent), and its number of senior residents [...]

By |2023-07-27T13:02:07-04:00September 18th, 2017|

Does Your Retirement Plan Overlook This Crucial Decision?

In a Forbes article from a few years back entitled “The Five Phases of Retirement Planning,” author Bernard Krooks discusses the various stages of retirement and steps that seniors should take to prepare for each. Krooks, an elder law attorney, defines “mid-retirement” as beginning at age 70, lasting as long as a person is still [...]

By |2023-09-19T22:20:09-04:00August 28th, 2017|

The Unexpected Costs of Caring for an Aging Parent

According to data collected by the National Alliance for Caregiving, there are over 66 million family caregivers in the United States. That translates to nearly 40 percent of the U.S. adult population…a stunning statistic. This number includes people who are caring for the sick or disabled, but the majority of these caregivers are assisting an elderly [...]

By |2023-12-19T15:11:15-05:00August 7th, 2017|

The Unexpected Cost of Divorce in Retirement

You’ve probably heard the statistic that 40 to 50 percent of marriages in the U.S. ends in divorce, with an even higher percentage for subsequent marriages. While there’s no doubt that it is a common phenomenon, the reality is that the frequency of divorce is actually decreasing in our country as the Millennials begin to [...]

By |2023-12-19T15:06:06-05:00July 31st, 2017|

What Will Retirement Communities Look Like in the Future?

The following is an excerpt from the revised second edition of my bestselling book, “What’s the Deal with Retirement Communities?”, available on Amazon.com. Geared toward retirees-to-be and their adult children, the book is designed to be the first step in your senior living research process — providing answers in a simple and concise fashion. The [...]

By |2023-12-20T17:44:56-05:00July 24th, 2017|

How CCRCs Can Ease Retirement-Related Fears

As I present to and talk with people at continuing care retirement communities (CCRCs, also called life plan communities) across the country, there are certain “recurring themes” that I hear. One subject that is frequently voiced revolves around the stress associated with envisioning and planning for the future, and indeed, it can feel like a [...]

By |2023-09-26T14:37:21-04:00June 6th, 2017|
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