Helping you keep your net worth

Check out these steps to being able to live retirement the way you expect.

Seven Steps to a Sound Retirement

Boomers changing this last phase of life

I met with an individual at our senior center today that is wanting to change the living arrangements for our older population. She would like to be able to build a cottage on her property to house her parents with an upstairs space for a live in caregiver. Problem is our zoning. When I inquired about doing so through the "granny flat" legislation, she informed me it has to be an attached addition, cannot be detached. She's unable to build the cottage because of land use, zoning restrictions. What? I thought the granny flats were to help our parents and grandparents.

Anyway, while it's a slow process changing city hall and of course there are concerns about housing here, because of the possibility of additional areas being overtaken by students (being as we have 2 universities and a community college) and while I love the students for their help in our local economy, I understand homeowners concerns with renters and cars and noise and oh my, you get the picture.

Still, I applaud her desire to change things. We all hear that we, the baby boomers don't want to ultimately be in nursing homes, or even assisted living, we want to change the environment to something else that works better for us. Question is what is that? This person is wanting to take the steps to do that, change how we age. It starts slowly and with momentum from us, those boomers, we will get it changed for when we get there. How do you wish to live in your old age? If you think you know, email me. We'll all be part of the momentum!

Westcott Lakes at Southwood

I lunched today with some of the folks selling the Life Fulfilling Community at Westcott Lakes at Southwood here in Tallahassee, FL. Westcott Lakes offers mature adults, those 62 and over, upscale living with impressive amenitites and a service-oriented "mindset". It is a community sponsored by and fully integrated with Florida State University through affiliations that provide numerous intellectual, recreational and cultural opportunities. It's not a community for the weak of pocketbook though. It's a retirement (they don't like to refer to it by this name), it's a lifestyle community that caters to the affluent. Construction hasn't begun yet as they must have 70% fill committment before the State of Florida will allow construction. It will be located on 100 acres at Capital Circle S.E. and Tram Road.
So if you know any mature individuals looking for a lifestyle that offers the opportunity for truly keeping active in every sense of the word, intellectually, physically, socially, then call me. I'll get the information they need about Westcott Lakes.