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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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Retirement Locations to Consider

July 19, 2017

Longtime readers know that I caution against using lists of “best places to retire.”What’s appealing and important to the editors of a list might not be to you. I link to them, however, so you can see a sampling of what’s available and the reasons people give for favoring different places. This list is a […]

Cost of Living Across the States Compared

July 13, 2017

Economists at the Federal Reserve Bank of St. Louis used 2015 data to determine the cost of living in each state and ranked the states according to the cost of living. The survey is unique because it uses a new set of data from the Bureau of Economic Analysis to make the comparisons. It’s no […]

Nursing Home Arbitration Agreements are Binding

May 17, 2017

Nursing homes have been joining the list of companies that require customers to sign agreements waiving their rights to go to court. Any disagreements must be taken to arbitration. A Kentucky court had found that the agreements weren’t binding when an agent for a nursing home resident signed the agreement on the resident’s behalf, unless […]

Retirement Exodus to Sun Belt Accelerates

May 1, 2017

After pausing for a few years due to the financial crisis and other factors, the number of Americans moving from the Northeast and Midwest to the South increased in 2016. The number of people moving south still is a small amount of the Baby Boomer population, and most people stay near their long-time residences after […]

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Best and Worst Cities for Successful Aging

April 26, 2017

The Milken Institute’s rankings of localities is different from others directed at retirees. MI ranks areas based on successful aging. Unlike the others, it looks at a wide range of data that costs a lot to gather and process. It doesn’t focus on weather and activities, though those can be factors. A key distinction of […]

Best Places to Retire

April 26, 2017

Most people don’t move after they retire. But if you’re thinking of moving and can go anywhere, consider this list of best places to retire from Forbes.com. It includes the home of one of my alma maters, Clemson, South Carolina. Unlike most such lists, it doesn’t rank the locations. Instead, it lists the editors’ top […]

Reverse Mortgage Strategies to Avoid

April 11, 2017

I’ve discussed in Retirement Watch some situations in which a reverse mortgage can be a good financial tool. But there are other situations in which reverse mortgages aren’t appropriate. A recent settlement reported in the Boston Globe describes one of those cases. A couple was urged to take out a reverse mortgage and use the […]

Beating the Downsizing Surprises

March 17, 2017

The home and home equity are the most neglected and misunderstood factors in retirement planning. Since home equity is one of the largest assets of many people, a lot of money is left on the table. Surveys indicate that about 40% of baby boomers plan to move sometime after retiring. Many people assume they’ll downsize […]

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