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Module 6 Accommodation and Lifestyle

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For most seniors the aging process involves changes in our physical, emotional, spiritual, and cognitive condition that may affect our safety, security and financial situation.

In this module, we will cover the following topics:

  • Downsizing
  • The Principal Residence Exemption
  • Moving To the Country. . .or the City
  • Living On Your Own
  • Financial Help – Tax Assistance
  • Pros and Cons of Getting into Debt
  • Shared Accommodations
  • Retirement Living
  • Alternatives: New Concepts Evolving For Seniors Living
  • Long Term Care or Assisted Living Facilities 
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Module 7Putting Your Money to Work as Your Lifestyle Changes

As seniors we typically know the importance of making our money work as effectively as possible for us. Our greatest challenge will be to utilize the lessons that we have learned and the wisdom that we have gathered as we continue to experience lifestyle changes – and the impact of an evolving word. In this […]

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Module 8An Introduction to Retirement Income Planning

The transition from a lifetime of working, to one of retirement can be difficult for a senior, from both a financial and an overall well-being perspective. Understanding the financial impacts of successful retirement income planning can help to relieve stress, and lead to positive outcomes. In this module, we will cover the following topics: From […]

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