Aging in Place Toolkit Blog

August 7, 2019

Don't wait till it is too late.

Retirement financial advisors should consider these major topics in their relationship building approach for clients. These are some “pain points” that a retiree might face.

  • Running out of money before I die

  • Unforeseen tax obligat...

April 26, 2019

If you’re like the majority of Americans over the age of 45, you want to continue living in a familiar environment throughout your maturing years. According to AARP, older home owners overwhelmingly prefer to age-in-place, which means living in your home safely, indepe...

August 4, 2017

The choice to move to a CCRC was mine – and I’m proud and satisfied that I made it when I did. I’m grateful that my children encouraged my journey to a new place (and life) that meets my needs now…and as I continue to age. And I’m grateful that I was financially able t...

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