Living Well, Living Smart:
Planning for the Future You Want
At BWFA, we believe that where and how you live matter just as much as how you invest.
Our Living section is designed to help you explore housing options and lifestyle decisions as part of a comprehensive financial strategy. From understanding the impact of your living arrangements to preparing for future care needs, we offer practical resources to guide your decisions.
Whether you’re evaluating Continuing Care Retirement Communities (CCRCs), exploring 55+ active adult communities, or considering lifestyle choices that promote long-term health and independence, you’ll find curated insights and professional guidance tailored to your stage of life.
Why It Matters
Your home is more than just a place; it’s a key part of your retirement plan. At BWFA, we take a comprehensive approach, helping you consider the financial, emotional, and practical aspects of where you choose to live. These decisions can directly influence your tax strategies, access to care, and long-term financial stability.
As we age, the cost of living often increases—due to healthcare needs, home maintenance, or the desire for additional support and services. The place you reside can affect not only your daily comfort but also how long your savings last.
That’s why we provide tools like the BWFA Longevity Quiz and personalized insights into retirement housing options. For a broader perspective, you can also explore expert advice on lifelong health from the National Institute on Aging to better understand how lifestyle and planning connect.
What You’ll Find
Continuing Care Retirement Communities:
Looking for flexible care and long-term security? CCRCs offer a full range of living options—from independent residences to assisted living and nursing care—all in one community. Learn how CCRCs work, what they cost, and how to choose the right fit.
Explore CCRCs »
55+ Communities:
If you’re active, independent, and ready to simplify, a 55+ community may be ideal. These age-restricted communities combine social connection, low-maintenance living, and access to lifestyle amenities.