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Use This 37-Point Checklist to Evaluate a Retirement Community

January 27, 2019

From the MOAA website

I have lived in a continuing care retirement community since 2007 and offer the following items for consideration.  This checklist is general in nature and intended to provide a framework for your use in developing your own list incorporating your personal needs and desires.

Remember when visiting any retirement community, especially one with vacancies, the helpful person conducting your tour may be a professional sales person with the primary objective of closing the deal.  Also carefully evaluate resident recommendations from friends, acquaintances, or those you meet during your tour especially in group settings.

Prior to visiting any retirement community you may want to request information from them, review their web site, Google local news media web sites to determine if there is any coverage of the community, etc.  I also recommend anyone considering CCRCs read Vera Wilson’s timely article Will your retirement community outlast you?, and the GAO’s 2010 Report on CCRCs.

The Checklist

From → Consumer

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