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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 127 Articles.
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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 […]

Second Homes and Vacation Homes

March 17, 2017

This time of year, many people’s thoughts turn to second homes and vacation homes. Some return from a winter vacation and think about buying a place in that location to spend a month or more in the winter. Others think about a summer place. Many times, these second homes are intended as an eventual retirement […]

NORCs: A New Way to Age in Place

January 16, 2017

I mentioned these in the past in Retirement Watch, but it’s good to see take a detailed look at naturally occurring retirement communities (NORCs). These are neighborhoods in which a large number of people move when relatively young and never move. Because of the critical mass of older people, they are able to develop […]

A Look at Tomorrow’s Older America

January 13, 2017 has an interesting package of articles on the aging of America. Unlike other reports, it doesn’t spend a lot of time on the statistics showing the average age of the population is getting older and that is going to increase in coming decades. Instead, it has articles on several innovations for helping older people […]


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How You Die Depends On Where You Live

December 16, 2016

A study published in the Journal of the American Medical Association analyzed cause of death data in the U.S. and tabulated how the causes vary around the country. It turns out that some causes of death are disappearing in some areas or rising rapidly in other areas. The study doesn’t try to explain the trends. […]

Positive Reports Continue from the U.S. Economy

July 7, 2016

I appreciate the many kind comments from readers about the second edition of “The New Rules of Retirement.” It is the most comprehensive and up-to-date guide to the financial decisions you have to make regarding retirement. The book is almost a complete rewrite of the first edition and is essential to planning your retirement, or […]

Don’t Focus on Brexit, Focus on Fiscal Policy Instead

June 23, 2016

I want to thank the Washington, D.C., chapter of the American Association of Individual Investors for welcoming me last Saturday morning. The presentation went well, and the members bought a lot of copies of “The New Rules of Retirement,” second edition. You can order your copy today. My next scheduled appearance is in August at […]

The Rise of Reverse Mortgages

June 13, 2016

The New York Times explored reverse mortgages and concluded that they are becoming respectable, though it referred to them as “a necessary evil.” The big news in the article is that many local and community banks are entering the reverse mortgage market. So, don’t think you’re restricted to the large banks or the firms who […]


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