As Baby Boomers and those on the cusp of retirement search for their next chapter, Continuing Care Retirement Communities (CCRCs) or Life Plan Communities emerge as a noteworthy option. In this episode, Phil sheds light on the key aspects you should consider when determining whether these communities are a suitable choice for your retirement.
 
Here’s some of what we discuss in this episode:







 
 
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

– Questions to ask when considering a CCRC

– Personalizing your living space + contracts

Money Mistake You’ll Regret And How To Avoid Them

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!