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Retirement

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Money, Retirement,

Is it Time to Downsize?

In pursuit of the perfect home, our wants and needs change as our lives, families and priorities change. A house that might have once been your dream can wind up feeling too big, too overwhelming...

Avoiding Tax Traps in Retirement
Money, Retirement,

Avoiding Tax Traps in Retirement

When preparing for retirement — especially if contemplating a move to another state — it’s crucial to research the tax implications. Make sure your search is comprehensive, including state and local taxes on income, property,...

Neighborhoods for On-the-Go Seniors
Money, Retirement,

Neighborhoods for On-the-Go Seniors

Active adult communities are for healthy seniors who are in search of a vibrant lifestyle with lots of leisure activity options. Age requirements. There are two types of active adult communities. One is the age...

The Pluses and Minuses of Senior Living
Money, Retirement,

The Pluses and Minuses of Senior Living

Retirement communities, marketed to the 55-plus crowd, are often loaded with recreational amenities such as swimming pools, golf courses, clubhouses and gyms. Do these developments live up to their advertising brochures? Here’s a look at...

Independent Living for Seniors
Money, Retirement,

Independent Living for Seniors

Choices for senior living vary widely — with younger seniors typically opting for “active adult” or “independent living” communities. The two are similar but have subtle differences. The community with the more extensive amenities is...

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