Author Archives: Iris Nguyen JD

Continuing Care Retirement Community Application Checklist

Applying to a Continuing Care Retirement Community can be a very daunting process. To help prepare for this task, we’ve created a checklist of the top fifteen items to gather and prepare before completing your application.

Key Questions to Ask When Choosing a Continuing Care Retirement Community

Continuing Care Retirement Communities (CCRCs) can be an interesting option for retirement living. However, there are a fair amount of details and fine print that matter. To help orient our community, we have created a list here of 10 key questions to ask when interviewing a CCRC.

Are “Continuing Care Retirement Communities” a Good Option for Me?

Planning for living arrangements in retirement is a complex process that touches many facets of our clients’ lives, from financial and estate planning to family communication and quality of life questions. Iris Nguyen JD, Wealth Architect, shares some insights.