Wednesday, January 19, 2022

Homes

Assisted Living ‘Light’ May Be A New Option

The assisted living industry has faced harsh criticism — whether deserved or not — over the last two years.

Advisor in Colorado Wildfires Steps Up for Clients

She and others describe why and how they help prepare clients for natural disasters.

Advisor Divulges Secrets of Tampa Bay Living

Home prices have climbed but this Florida metro area still offers a relatively low cost of living and a high quality of life. (By Stacy Miller)

Walk a Widow Through Major Financial Decisions

Even if she's investment savvy she may not understand all the nuances of revamping her finances as a single person. (By Laura Mattia)

Helping Clients Gift a Down Payment

Parents helping children buy a home must first understand the legal, tax and financial implications.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Wade Pfau: Retirement Planning Should Include Reverse Mortgages

Advisors and others are overlooking advantages reverse mortgages can provide, experts said at a recent summit.  

Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma

Advisors help a couple determine how to diversify plus leave assets to children and charity.

Building a Portfolio of European Vacation Rentals

For clients who want to vacation in Europe, renting makes sense from a financial, legal and practical perspective.(By Deborah L. Jacobs)  

UHNW Clients Want Privacy on Real Estate

Mortgage lenders have special divisions that cater to these unique borrowers.  

Latest News

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Social Security Cheat Sheet

Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Keep Older Guests Safe During the Holidays  

Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.