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Home Equity & Senior Housing

Bob Carlson’s ideas and strategies for managing home equity and choice of housing to maintain a budget

Found 126 Articles.
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Where to Live in Retirement? The Halfback Movement Returns

May 16, 2018

In the first edition of The New Rules of Retirement I talked about the halfbacks. These are people from the northern part of the U.S. who retired to Florida or Arizona and then decided they didn’t like various aspects of living in those traditional retiree havens. But they didn’t want to back to where they […]

Home Equity Loan Or Refinance?

May 1, 2018

Many of you have significant home equity after the price increases of the last few years. If you want to tap that equity for some spending, what’s the best way to do that? Here’s a brief article that explains when it’s better to refinance your current mortgage and when you should set up a home […]

Do Elderly Want To Live At Home?

April 16, 2018

This article takes issue with surveys that say 90% of today’s elderly say they want to live in their current homes. The surveys usually are interpreted to mean that people want to stay in their homes until they die. Like most surveys, these don’t ask key follow-up questions, such as if your family had to […]

Best Places to Retire: The Trouble With Surveys

February 22, 2018

When I discuss how to decide where to live in retirement, I recommend that people not pay much attention to surveys and rankings. I’ve seen many of them over the years. While they’re interesting, a survey ranking doesn’t help an individual make a decision. You probably don’t give factors the same priority or weighting as […]

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Maximizing Your Home Pension

February 8, 2018

The most neglected assets in retirement and financial plans probably are the family home and home equity. Even though these are among the most valuable assets most people have, they are, at best, an afterthought in planning. Home equity should be an integral part of your retirement plan, and that makes it what I call […]

New York City vs. Florida Retirement

February 1, 2018

I always tell people planning for retirement that the first step is to determine the life style you want in retirement. The money issues all spring from that. Joseph Coughlin, a longevity researcher at M.I.T., has a good example in which he compares the “Florida retirement” to the “New York City retirement.” As he points […]

estate planning

Aging in Place: 3 More Ways to “Future-Proof” Your Senior Home

January 5, 2018

“Aging in place” is a phrase associated with older Americans who wish to stay in their homes for as long as they’re able to. And according to an AARP 2015 survey, nearly 90% of respondents indicated a desire to do exactly that. Yet hardly anyone has developed a plan for how. Until now… Last week, […]


Aging In Place: How to Stay In Your Home As Long As Possible

December 29, 2017

Want to stay in your home for as long as possible? If so, here’s a plan I recommend to all my subscribers… Most older Americans say they want to stay in their homes, or age in place, for as long as they can. An AARP survey in 2015 said almost 90% of those age 65 […]

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