Assessing your housing needs
Practical guide for investors to analyze and identify their housing needs as they age
Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.
Learn more about reprints and licensing for this article.