Aging and Its Financial Implications: Planning for 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


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.


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.

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