Living Considerations

  • how close to "town" (library, shopping, coffee shop, theater, OLLI)
  • how close to the "woods" (walks, birds, critters, water, ...)
  • how close to transportation (airport, bus/..., freeways)
  • how close to friends and relations?
  • access to recreation - skiing, water, ocean, 
  • climate? and climate change -- impact of rising water, stronger storms, greater variations ...
  • life-planning -- accessibility, proximity to medical services, in-home options, assisted living, nursing care
  • Proximity to neighbors
  • shared facilities - meeting space, exercise, pool, 
  • "intentional" community -- designed to bring residents together?
  • Security - at outer doors, onsite staff, cameras, other
  • walk to dining options
  • exclusions - Pets (dogs, cats, other), age specific (55+), non-smoking, ??
Financial variations
  • Up front costs (buy, long term care insurance, ...)
  • Monthly costs (rent, condo fees, utilities, Internet )
  • Implications of your life style options? Travel, 
  • Taxes - State, property, etc.
  • how does this choice play into your estate planning?