Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement Paperback – July 10, 2018
$29.99
Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement is a retirement planning book that helps you to maximize your comfort and enjoyment in your senior years. Much more than just a real estate book, Finding Home Over 50 helps you to assess and improve your financial foundation, identify and accomplish your life list goals, declutter your life, evaluate home care and home healthcare resources and options, and much more. Below is a summary table of contents from the book.
Introduction
PART 1 – Assessing Your Situation, Capabilities, and Life List Goals, and Preparing for Change
Chapter 1: Changes in Life, Changes in Living Needs
Chapter 2: Beginning to Formulate Your “Finding Home – Over 50” Plan
Chapter 3: Securing Your Financial Foundation
Appendix 3.1: Create Your Retirement Plan
Appendix 3.2: Government Retirement Plans and Medicare
Chapter 4: Decluttering Your Life
Chapter 5: Functional Assessment – Weighing and Addressing Your Needs and Those of Your Older Loved Ones
PART 2 – Housing Choices, and Finding the Right Home for You
Chapter 6: Housing Alternatives – Independent Living
Appendix 6.1: Selecting a Home Care Provider and / or a Home Healthcare Provider
Chapter 7: Housing Alternatives: Semi-Independent Living, Assisted Living, and Nursing Care Options
Appendix 7.1: Evaluating Senior Living Communities
Appendix 7.2: Adult Day Care Facility Evaluation Checklist
Chapter 8: Should I Stay or Should I Go? – Choosing Your Home Location
Chapter 9: Preparing Your Current or New Home for Aging in Place
PART 3 – Reverse Mortgages, and Organizing your Estate Documents
Chapter 10: Mortgage Loans in Reverse
Chapter 11: Organizing Your Estate Documents
Glossary
Index
You and about 70 million other persons aged 50 to 70 in the U.S. are in the early stages of planning for and entering into retirement. It is a journey of sorts, during which you will be identifying your retirement housing needs and options, figuring out where you would like to live, and determining the associated costs. Your family, friends, support system, desires, and fears will factor into your thought processes. Part of what you need to consider and plan for is making sure you have adequate time, money, and other resources available to you after paying for housing to pursue the list of life goals you would like to accomplish while you are still young enough to do so. Your housing choices and life list goals can be aligned to allow you the time and money to enjoy your life, and to maximize what you can achieve. Find Home Over 50 is your guidebook for that journey.
Many people over 50 are also contending with housing and related issues involving aged parents, in-laws, or older loved ones, as well as perhaps Millennial (or younger) children who may still be living in their homes. You may be one of those people, part of the so-called “sandwich generation,” dealing with issues and needs of older and younger loved ones. Finding Home Over 50 also speaks to those issues.
In a few short hours, rather than days and weeks, you can gain a good understanding of the housing issues you are most likely to be encountering over the coming years, and some guidance on choices, options, pitfalls, economics, and other elements key to your decision-making making process. The conversational manner in which the information is presented will make it more meaningful and easier to understand.
Michael W. Trickey is a CPA with over thirty-seven years of experience working with real estate finance transactions. He is an active participant in the residential and commercial real estate markets, both as a consultant to others and for his own use and investment. Over the last thirty-seven years, he has been involved in dozens of real estate transactions, purchasing condos, single-family homes, duplexes, multi-unit flats, apartment buildings, and commercial buildings.
This is the second book in the Finding Home series. The first is geared towards first-time home buyers.
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Quicken WillMaker & Trust 2020 Includes:
ESTATE PLANNING DOCUMENTS
- Legal Will
- Revocable Living Trust
- Durable Power of Attorney for Finances
- Final Arrangements
- Health Care Directive (Living Will & Health Care Power of Attorney)
- Information for Caregivers and Survivors
- Letter to Survivors
- Property Worksheet
- Revocation of Health Care Directive
HOME & FAMILY DOCUMENTS
- Authorization for International Travel With Minor
- Authorization for Minor's Medical Treatment
- Authorization to Drive a Motor Vehicle
- Child Care Agreement
- Child Care Instructions
- Elder Care Agreement
- Pet Care Agreement
- Housekeeping Services Agreement
- Housesitting Instructions
- Request for Birth Certificate
- Notice to Put Name on Do Not Call List
- Subscription or Membership Cancellation form
- Temporary Guardianship
- Authorization for Care of Minor
EXECUTOR DOCUMENTS
- Affidavit of Domicile
- Employee Death Benefits Letter
- Executor's Letter to Financial Institution
- General Notice of Death
- Request for Death Certificate
- Notice to Creditor of Death
- Executor's Checklist
PERSONAL FINANCE DOCUMENTS
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- Security Agreement for Borrowing Money
- Limited Power of Attorney for Finances
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Personal Development Goals

Bedrooms Designed for Aging in Place
Furniture
Kitchens Designed for Aging in Place
Lighting and Light Switches
Assisting With Functional Mobility
Bath and Shower Mobility Aids
Bedroom Mobility Aids
Assisting with Personal Grooming and Hygiene
Caring for Someone With Incontinence
Helping People To Cope with Alzheimer’s and Dementia
Helping With Bill Paying
Home Cleaning Services
Offering Companionship
Providing Medication Reminders
Providing Transportation
Running Errands

Burn Care
Mental Health Rehabilitaion
Canes
Chair Lifts / Stair Lifts
Grab Bars
Knee Scooters / Knee Walkers
Ramps
Scooters
Transfer belts / pads / equipment
Walkers and Rollaters
Wheelchairs and Mobile Chairs
Accounting and Tax
Books-Seminars-Courses
ASSISTED LIVING
Assisted Living Facilities
Cohousing Communities
Manufactured Housing Communities
Naturally Occurring Retirement Communities (NORCs)
Personal Residence LIving Independetly
Accessory Dwelling Units
Continuing Care Retirement Communities
Multigenerational Households