retirement living

March 14, 2020 | Mark Avallone, MBA, CFP®, CRPS®

BLOG: 8 Planning Tips For A More Enjoyable Retirement

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The individuals and couples that I speak with envision a retirement where they’re engaged in their favorite activities, causes, and passions. This leads to the question, […]

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July 9, 2019 | Christen Milstead

Retirement Living ‘Rightsizing’ Tips

What exactly does “rightsizing” mean? According to Dictionary.com, it means “to adjust to an appropriate size.” For those looking to move into a Life Plan Community, rightsizing means making important decisions about what items from your current home will make you happiest in your new home. Here are some tips when rightsizing for your new […]

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