Essential Retirement Planning for Solo Agers
A Retirement and Aging Roadmap for Single and Childless Adults
Coral Gables, FL : Mango Publishing, [2018]
Format: Book
Description: 321 pages : illustrations ; 23 cm
"Essential Retirement Planning for Solo Agers explores the path ahead for solo agers and presents us with a comprehensive guide for retirement planning. Through stories and personal examples, retirement expert and founder of LifeEncore, Dr. Sara Zeff Geber, describes choices in housing, relationships, legal arrangements, finances, and more--and urges solo agers to plan for the future as though their life and well-being depend on it--because it will!"--Back cover.
Contents:
Part I: Preparing for the future. Child-free: pioneers of a generation -- The role of adult children in the life of an elder. Emotional support ; Residential decisions, real estate transactions, and help with moving ; Investments and other financial decisions ; Legal representation ; Bill paying and handling money ; Medication management and help with the activities of daily living ; The social network -- Part II: Enjoying the second half of life. Happiness and satisfaction -- Financial security -- Good health and physical well-being -- Self-awareness, meaning, and purpose. Values clarification worksheets ; Consider your legacy ; Leaving a legacy worksheet -- Adaptability and flexibility -- A strong social network. Relationship evaluation worksheet ; Thinking about relationships NOW -- A belief system larger than yourself. Six keys to a fulfilling older LifeRating worksheet -- Making an income in later life -- Part III: Deciding how and where to live. Avoiding loneliness and isolation -- Privacy, autonomy, and independence -- Defining your most important criteria -- The early options. Retirement communities ; Active adult communities ; Cohousing communities ; Home sharing ; Intentional communities ; Continuous care retirement communities (CCRCs) ; Cultural specialty communities -- Stranger in a strange land: moving to a different country. Evaluating criteria for living outside the US -- Aging in place. The village movement ; NORCs (naturally occurring retirement communities) -- Part IV: Ensuring comfort and care in your oldest age. The trajectory of aging -- What will we need? -- Financing the care you need. Long-term care insurance ; Personal assets ; Medicaid -- Options for receiving care. Continuous care retirement community (CCRC) ; Assisted living communities ; Board and care homes ; Nursing homes -- Documenting your preferences for care. Advance health care directive ; Power of attorney for finances ; Last will and testament ; Revocable trust ; Long-term care plan ; Ensuring a secure future ; Finding a younger support system ; Hiring a professional ; Creating a planning kit ; Avoiding "elder abuse" -- End-of-life choices -- Conclusion. A final checklist and guide for your planning.
ISBN:
1633537684
Availability | |||
---|---|---|---|
Call Number | Location | Shelf Location | Status |
BUSINESS Finance Personal Geb | Main (Downtown) | Third Level, Nonfiction | In |
BUSINESS Finance Personal Geb | Cooper (Forest Acres) | Nonfiction | Out (Due: 6/22/2024) |
"With dozens of worksheets, checklists, resources, and expert dvice"--Cover.
Includes bibliographical references.
Includes bibliographical references.