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Financial Planning May 1, 2013 June Fletcher	Elder Housing Options for Clients Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Financial Advisor October 2007 Tracey Longo	Capitalizing on Boomers' Next Big Move For financial advisors, turning a blind eye to retiring clients' penchant for their next new home is an opportunity lost.
Financial Advisor July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.
Financial Planning January 1, 2005 Rebecca McReynolds	TIC-Tac-Toe Tenancy-in-common (TIC) exchanges are a winning strategy to help clients sell highly appreciated real estate without paying tax on the capital gains.
Real Estate Portfolio Jan/Feb 2001 Deidre Darsa	Catch The Edge Investors are often confused by the different phases of senior living services that different facilities provide. The following is an attempt to break down each phase from active seniors to those folks who require constant care...
Financial Advisor May 2004 David J. Drucker	No Longer An Ancillary Service If your clients are middle-aged or older, learn about old-age care options.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
BusinessWeek July 3, 2008 Chris Farrell	Choosing Where to Grow Old Remodeling your home is enticing -- and hugely popular. But a smaller home might be preferable, or even a granny flat with your kids. Be wary, though, of reverse mortgages.
Investment Advisor November 2005 David J. Huber	The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
The Motley Fool August 25, 2005 Dayana Yochim	The Down-Payment Dilemma If you can afford to put more than 20% down on a home, should you?
Financial Advisor April 2005 Gregory Bresiger	Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.
Financial Advisor February 2008 Tracey Longo	When Clients Forget Because the issue of aging investors is becoming more and more important, daily money managers are becoming a new ally to financial advisors.
Registered Rep. May 1, 2006 Jennifer Popovec	All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.
Investment Advisor December 2005	Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks.
National Real Estate Investor February 1, 2007 Beth Karlin	A New Senior Class Takes Up Residence at Colleges A growing number of aging Americans are choosing to spend their senior years developing their minds and bodies at university-affiliated retirement communities.
Financial Planning May 1, 2013 Ingrid Case	New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.
Inc. May 2004 Nadine Heintz	Personal Finance Extra: Real Estate Does real estate deserve a place in your investment portfolio?
Financial Advisor March 2012 Eric Rasmussen	Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
National Real Estate Investor September 1, 2006 Joe Gose	A Much Rejuvenated Nursing Home Sector A GE Healthcare/Formation Capital deal signals a renewed interest of institutional investors in nursing homes, which, unlike the independent or assisted living sectors of the seniors housing industry, provide more hands-on care to short-term as well as long-term residents.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
Financial Planning June 1, 2010 Jeanne Lee	House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes.
Financial Advisor March 2006 David J. Drucker	Breaking The Rules We can prognosticate as much as we want, but only time will tell exactly how boomers will fare as a generation in retirement. Here's what financial advisors can do to help.
Commercial Investment Real Estate Jan/Feb 2014 Myers et al.	Healthy Seniors Housing Investor demand revitalizes this niche sector.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
BusinessWeek June 14, 2004 Peter Coy	Your Home By The Numbers Some basic tools can help you calculate how good an investment your house is.
National Real Estate Investor February 1, 2005 Nicholas Yulico	Reversing Course, Institutional Investors Assume More Risk Institutions and pension funds are increasingly eyeing non-traditional real estate investments, such as senior housing communities and even distressed office buildings.
Registered Rep. October 1, 2006 Christopher O'Leary	Home, Sweet Piggy Bank? Advisors say that when a client is approaching retirement age, particularly one with inadequate savings and who lives in an area that has had rising real estate values, he needs to be told his house is not his retirement plan.
The Motley Fool July 5, 2006 Dan Caplinger	Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
AskMen.com Dan Carter	Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad.
Commercial Investment Real Estate Mar/Apr 2006 John Cobb	Seniors Housing Blossoms The outlook is rosy for this perennial investment: long-term care facilities and seniors housing.
Financial Advisor May 2005 Gail Liberman	Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
BusinessWeek April 11, 2005	Housing: Don't Panic Yet Soaring home prices are the last remaining problem of the tech boom. The extremely low interest rates that were needed to revive the economy after the bust set the stage for a rally in housing that's now reaching extremes.
Financial Planning June 1, 2006 Donald Jay Korn	Real(i)ty Check As the scorching housing market cools in some areas, owners of multiple homes may feel the chill.
The Motley Fool November 11, 2005 Selena Maranjian	Is Your Home a Home Run? The idea that real estate investments trump stock investments isn't new, but it's been fueled in the past few years. However, over the long run, it's more likely a stock portfolio will outperform your home's value.
The Motley Fool December 6, 2005 David Braze	Other Long-Term Care Sources If you need help as you age, where will you get it and how much will it cost? Long-term care insurance may help meet this need, but we each must decide for ourselves what option is most appropriate.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
National Real Estate Investor September 1, 2008	Introduction How the American Seniors Housing Association's (ASHA's) compiled their 15th annual list of the nation's largest seniors housing owners and managers.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
BusinessWeek February 4, 2010 Ben Steverman	Fifteen Ways to Slash Spending in Retirement Retirees must adjust to new economic realities. Here, based on suggestions from financial advisers, are strategies to cut costs.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Financial Advisor November 2007 Tracey Longo	Sixty Is The New Forty Financial advisor symposium attendees hear how to restructure practices for retiring boomers.
Financial Planning September 1, 2010 Paul Menchaca	Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress.
The Motley Fool March 3, 2006 VB Rosendahl	Vacation Homes: Profit Castles? When you consider purchasing additional real estate, think beyond the primary-residential market to the possibilities that vacation homes offer. Smart buyers are heading for hot resort areas and are seeing excellent growth for their investment.