Aging and Its Financial Implications: Planning for Housing


AGING CAN SERIOUSLY IMPACT HOUSING

Help your clients be financially prepared

Where to live and how to afford it upon retirement is an utmost concern for your clients. And, housing may account for a large portion of their retirement income. It’s vital to the success of your clients’ financial plans that they be proactive and prepared. Our extensive educational materials — created in partnership with Johns Hopkins University School of Nursing and their Center for Innovative Care in Aging — can help enhance your planning process.

Use this content to:

  • Differentiate yourself and your practice by addressing this important issue
  • Create additional revenue opportunities
  • Generate referrals
  • Build a bridge to the next generation 

Take this opportunity to raise this issue with your clients, leverage our materials for detailed information on housing options in retirement, and gain investment ideas on generating the income your clients may need in the future.

Encouraging clients to plan effectively for the future is not always easy. For more insight on how to connect with your clients on critical matters, go to The Intergenerational Divide: Don't Let Your Book Die with Your Clients.

 


Aging and Its Financial Implications: Planning for Housing brochure

This brochure provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.



Featured Resources

Presentation

Aging and Its Financial Implications: Planning for Housing - FA presentation

An advisor presentation created to raise awareness about the topic of aging, housing costs in retirement and the associated costs. Includes resources, tools and data.

Presentation

Aging and its Financial Implications: Planning for Housing client seminar

Provides comprehensive information on housing options in retirement and the impact their associated costs can have on one's financial plan.

Educational Video

Aging Animated video

Watch to learn more about the importance of aging and housing options in retirement.

Virtual Presentation

Aging animated video for advisors

A video introduction to Legg Mason's premiere program on Aging and its financial implications.


Related Resources

Title Description
Aging in Place Resources worksheet A worksheet created to allow one to assess the various resources available to them should they choose to live at home as they age.
Assessing Your Housing Needs Discussion Guide Worksheet created to help one thoroughly evaluate their housing needs as they age.
Evaluating Adult Day Services Worksheet What type of resources does your loved one need? Adult day centers can provide Social, Medical or Specialized care. See more.
Hiring a Home Care Agency Worksheet From household support to skilled health care, it is vital to consider individual needs before hiring a home care agency.
Home Safety Assessment Checklist Resource developed to assess the safety a home and whether or not it can accommodate your needs as you age.
Interviewing a Caregiver Worksheet In-home caregivers should have experience as well as exhibit empathy. The key to a favorable outcome is all in the interview.
Making the Grade - Continuing Care Retirement Communities A worksheet with questions to answer when considering a continuing care retirement community (CCRC).
Making the Grade - Independent Living Communities A worksheet with questions to answer when considering an independent living community.
Making the Grade - Skilled Nursing Facilities worksheet A comprehensive worksheet created to allow one to thoroughly evaluate, assess and compare Skilled Nursing Facilities.
Selecting a Geriatric Care Manager Worksheet Asking the right questions about credentials and range of experience is critical in evaluating a geriatric care manager.

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