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|

Will a CCRC Move Me to Assisted Living Too Soon?

I enjoy receiving comments and feedback from people who read our blog and use the myLifeSite tools; they offer so many valuable insights into the senior living decision process. I recently got an email from a myLifeSite reader who told me that she and her husband are fully committed to moving to a continuing care [...]

By |2023-12-23T16:41:03-05:00October 30th, 2017|

“…but I love my home”: Is Staying in Your House the Right Move?

Recently, I was talking with a sales counselor at a retirement community who said something she often hears from prospective residents is, "I like what your community has to offer, but I just love my home." I truly understand this sentiment. My job necessitates a fair amount of travel, and while I enjoy getting to [...]

By |2023-08-04T19:47:38-04:00October 9th, 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 |2024-08-22T09:02:30-04:00September 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 |2025-09-23T09:14:20-04:00August 28th, 2017|

CCRC vs. Rental Retirement Community: What Are the Differences?

According to Pew Research Center, approximately 10,000 Baby Boomers turned 65 today, and about that same number will reach retirement age every day for the next decade. That’s a lot of retirees! And that’s one of the reasons the retirement living industry is booming in our country with more and more senior living communities opening [...]

By |2023-08-04T19:59:33-04:00June 26th, 2017|

Prospective CCRC Residents’ 9 Frequently Asked Questions

I frequently have the privilege of talking with prospective residents of continuing care retirement communities (CCRCs, or life plan communities) who are visiting different locations in order to better educate themselves on their options. Some have already definitively determined that they want to move to a CCRC and just need to decide which one best [...]

By |2023-12-26T15:47:45-05:00June 12th, 2017|
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