Planning for Life

Working Longer is More than a "Twofer"

Posted by Harry S. Margolis on March 13, 2012

By Harry S. Margolis

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Topics: social security, Estate Planning, Retirement Planning

Will Congress Let You Donate IRA Withdrawals Tax Free?

Posted by Maggie Lorenzo on March 1, 2012

By Christina T. Vidoli

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Topics: Estate Planning, Retirement Planning

Do You Live in a NORC?

Posted by Harry S. Margolis on October 3, 2011

By Harry S. Margolis

I recently met with a new client who commented that she lives in a NORC.

"A what?" I asked.iStock-474949592.jpg

"A Naturally Occurring Retirement Community," she responded.

She explained that she and her neighbors in the apartment complex where she lives are all getting older.  Without a lot of people moving in and out, the facility is taking on the demographics of a retirement community.

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Topics: long-term care planning, nursing homes, seniors, Retirement Planning

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