Books

Available Now: UnSCAMable

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Print | Kindle

Written by a daughter for her mother in easy to understand language, this guide to internet safety includes the following:

• Three basic questions to ask when something seems fishy
• How to avoid falling for the “News/Disaster Prep Cycle”
• How to determine if a product or website is likely to be legitimate
• How to investigate so-called experts and their credentials
• Tips for safer emailing
• How to uncover possible sham charities
• How to handle phishing calls or emails
• How to tell if a photograph or video is likely to be fake
• How to avoid most Facebook scams

“UnSCAMable” shows readers how to conduct their own investigation using free online resources and how to report scams to the authorities. Each chapter has a quiz at the end for seniors who are unsure about a particular email, phone call, or message.

While “UnSCAMable” can’t protect you from every con artist, it can help you avoid some of the more obvious hoaxes!

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The Financial & Estate Planner’s Guide to Continuing Care Retirement Communities

Print | Kindle

Continuing care retirement communities (called “CCRCs” by industry insiders) are retirement communities that offer multiple living options (independent living, assisted living, and nursing). In exchange for an entrance fee and ongoing monthly fees, CCRC’s agree to care for residents for the rest of their lives.

Written by a former senior housing consultant, “The Financial & Estate Planner’s Guide to Continuing Care Retirement Communities” is a planner’s overview of the popular senior housing product. The book shows you:

  • What services are offered for seniors
  • How to find communities in your area
  • How to conduct online searches for community information
  • How to read the contracts and disclosure statements
  • How to value CCRC contracts and analyze benefits
  • Why some communities go bankrupt
  • Some warning signs for potential residents of CCRCs

The book also includes several sample pages for client planning sessions and an introduction to the Microsoft Excel formulas used to create the book’s analyses.

Your client deserves the best advice when choosing his/her retirement community.  “The Financial & Estate Planner’s Guide to Continuing Care Retirement Communities” will walk you through the entire process in simple, easy-to-understand language!

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Continuing Care Retirement Communities: An Insider Tells All

Available now on Amazon!

Here’s the summary:

Continuing care retirement communities (called “CCRCs” by industry insiders) are retirement communities that offer multiple living options (independent living, assisted living, and nursing).  In exchange for an entrance fee and ongoing monthly fees, CCRC’s agree to care for residents for the rest of their lives.

Written by a former senior housing consultant, Continuing Care Retirement Communities: An Insider Tells All is a sweeping overview of the popular senior housing product.  The book shows you:

  • What services are offered for seniors
  • How to find communities in your area
  • What to look for during your visit
  • How to read the contracts and disclosure statements
  • Why some communities go bankrupt
  • Some warning signs for potential residents of CCRC’s

You deserve the best coach when searching for the community of your dreams!  Continuing Care Retirement Communities: An Insider Tells All shows you the good and the bad in the industry and offers advice on how to make the most of your move into senior housing.

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