Six Tips to Evaluating a Retirement Community - Money

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By virtue of its size, the baby boom generation has always been the target of marketers pitching countless products and services. That won't change as boomers head into their retirement years.

According to a U.S. Census Bureau report, as baby boomers get older, the over-65 population will roughly double by 2030, representing 20 percent of the total population. It's expected to remain above the 20 percent level for several decades. By comparison, in 2000 this demographic segment represented just 13 percent of the population.

No wonder local government agencies and real estate firms want boomers to head their way and settle in their communities. An influx of retirees creates jobs, tax revenues and demand for real estate. The challenge facing boomers who want to relocate is how to separate fact from hype.

1. Balance the hype.Former university professor Gene Warren is president of Thomas, Warren & Associates, a Phoenix, Ariz., company that helps communities position themselves as the ideal place to retire.

Warren conducts seminars that assist clients in developing marketing strategies. Like any business, cities and towns play up the positives -- proximity to the beaches or mountains, for instance -- and play down the negatives -- such as a lack of public transportation or high property taxes.

"Communities don't need to change to attract retirees, they just need to figure out what makes the community a good place to live," says Warren of his marketing strategy. The ideal target group is ages 55 to 61, he says, and most reach a decision about post-retirement location by the time they're 65.

A study released in October 2006 by the National Association of Realtors says eight out of 10 boomers own their own homes. The average boomer household income, the study claims, is $64,700 -- 31 percent higher than the median of other households.

Boomers make it clear they like homeownership, but differ from the previous generation in that most don't plan to downsize once the kids are gone. Instead, they look for the climate and lifestyle they prefer and often buy up -- nailing that dream home they've always wanted.

Bankrate tip: Car salesmen don't emphasize a gas-guzzler's mileage. Instead, they talk about the luxurious interior or state-of-the-art GPS. Buy into a retirement community the same way you'd buy a car. Explore the negatives. What's not being said is as valuable as what is.

Next: "2. Check the impact on your checkbook" >

Bankrate.com is the Web's leading aggregator of information on financial products including mortgages, credit cards, new and used automobile loans, money market accounts, certificates of deposit, checking and ATM fees, home equity loans and online banking fees. Visit Bankrate.com to get the tools and information that can help you make the best financial decisions.

Getting ready to move? Are your parents moving in? No matter what your situation, get expert advice on what to do with the house.

Interested in lifelong learning? Learn about university-linked retirement communities that unite seniors with colleges.

What's more important than your health? From arthritis to brain fitness, sign up for our Health & Wellness Newsletter.

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Local government agencies and real estate firms are looking for ways to attract the 65-and-older crowd. You need to look beyond the hype.

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By <a href="http://www.bankrate.com/thirdage/ask_editors.asp">Carole Moore</a>
Publish Date:
06/22/2007
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"><html><head><title>Six Tips to Evaluating a Retirement Community -- ThirdAge</title><meta content="text/html; charset=iso-8859-1" http-equiv="Content-Type"><meta name="keywords" content="finance, retirement, career"><meta name="description" content="Local government agencies and real estate firms are looking for ways to attract the 65-and-older crowd. You need to look beyond the hype."><meta name="language" content="en"><meta http-equiv="content-language" content="en"> <meta name="robots" content="index,follow"><script type="text/javascript" src="/includes/javascript/base2.js"></script><script type="text/javascript" src="http://www.thirdage.com/money/includes/career_builder_box_news_func.js"></script><link rel=stylesheet href="/includes/css/seo02.css" TYPE="text/css"></head><!--#include virtual="/includes/body_seo02.html"--><div align="center"><!--BEGIN MAIN TABLE--><table border="0" cellpadding="1" cellspacing="0" width="760" class="bgtablemainborder"><tr><td><table border="0" cellpadding="0" cellspacing="0" width="758" class="bgtablemain"><tr><td colspan="6" align="center"><div style="padding-top: 5px;"><!--BEGIN TOP ADS--><!--#include virtual="/includes/ads/money/nl_news/1.html"--><!--END TOP ADS--></div></td></tr><tr><td colspan="6" height="10"><spacer type=block width=1 height=10></td></tr><tr valign="top"><td></td><td rowspan="2"></td><td rowspan="2" class="bodynews"><div style="padding-top:1px;"><!--#include virtual="/news/articles/includes/headers/money.html"--></div><p><!--BEGIN CONTENT--><span class="hednews">Six Tips to Evaluating a Retirement Community</span><p><!--BEGIN RIGHT-ALIGNED TABLE--><table align="right" border="0" cellpadding="0" cellspacing="0" width="154"> <tr><td width="8"><spacer type="block" width="8" height="1"></td><td width="146"><!--BEGIN RIGHT NEWSLETTER SIGNUP--><table border="0" cellpadding="0" cellspacing="0" width="146" bgcolor="fbf6e8"><tr bgcolor="#000000"><td width="12" height="1"><img src="/x.gif" width=12 height=1 alt=""></td><td width="129"><img src="/x.gif" width=129 height=1 alt=""></td><td width="5"><img src="/x.gif" width=5 height=1 alt=""></td></tr><tr><td colspan="3" height="50"><img src="/news/articles/images/money/also_mw.gif" border="0" width="146" height="36" alt="Also in This Issue of Money &amp; Work"></td></tr><!--BEGIN SECTION--><tr valign="top"><td class="smallcopy" align="center">&#8226;</td><td class="smallcopy"><b>10 Things to Do Before You Retire</b><br> Just as you would plan for a trip, it's even more important that you plan for retirement, the longest vacation of your life, with eyes wide open. <a href="/news/archive/ALT04070622-02.html">go&nbsp;&gt;</a></td><td><spacer type=block width=5 height=1></td></tr><tr><td colspan="3" height="20"><spacer type=block width=1 height=1></td></tr><!--END SECTION--><tr bgcolor="#000000"><td colspan="3" height="1"><spacer type=block width=1 height=1></td></tr></table><!--END RIGHT NEWSLETTER SIGNUP BOX--></td></tr><tr><td colspan="2">&nbsp;</td></tr></table><!--END RIGHT-ALIGNED TABLE--><span class="bodynews"><!--BSHSTARTBODY--> <span class="byline02">By <a href="http://www.bankrate.com/thirdage/ask_editors.asp">Carole Moore</a></span><br> <a href="http://www.bankrate.com/thirdage/">Bankrate.com</a> <P>By virtue of its size, the baby boom generation has always been the target of marketers pitching countless products and services. That won't change as boomers head into their retirement years.<P>According to a U.S. Census Bureau report, as baby boomers get older, the over-65 population will roughly double by 2030, representing 20 percent of the total population. It's expected to remain above the 20 percent level for several decades. By comparison, in 2000 this demographic segment represented just 13 percent of the population.<P>No wonder local government agencies and real estate firms want boomers to head their way and settle in their communities. An influx of retirees creates jobs, tax revenues and demand for real estate. The challenge facing boomers who want to relocate is how to separate fact from hype.<P><B>1. Balance the hype.</B>Former university professor Gene Warren is president of Thomas, Warren & Associates, a Phoenix, Ariz., company that helps communities position themselves as the ideal place to retire.<P>Warren conducts seminars that assist clients in developing marketing strategies. Like any business, cities and towns play up the positives -- proximity to the beaches or mountains, for instance -- and play down the negatives -- such as a lack of public transportation or high property taxes.<P>"Communities don't need to change to attract retirees, they just need to figure out what makes the community a good place to live," says Warren of his marketing strategy. The ideal target group is ages 55 to 61, he says, and most reach a decision about post-retirement location by the time they're 65.<P>A study released in October 2006 by the National Association of Realtors says eight out of 10 boomers own their own homes. The average boomer household income, the study claims, is $64,700 -- 31 percent higher than the median of other households.<P>Boomers make it clear they like homeownership, but differ from the previous generation in that most don't plan to downsize once the kids are gone. Instead, they look for the climate and lifestyle they prefer and often buy up -- nailing that dream home they've always wanted.<P><i>Bankrate tip: </i>Car salesmen don't emphasize a gas-guzzler's mileage. Instead, they talk about the luxurious interior or state-of-the-art GPS. Buy into a retirement community the same way you'd buy a car. Explore the negatives. What's not being said is as valuable as what is.<p align="right"><a href="http://www.bankrate.com/thirdage/news/retirementguide2007/20070501_retirement_community_a2.asp?caret=3d">Next: "2. Check the impact on your checkbook" &gt;</a><P><i><a href="http://www.bankrate.com/thirdage/">Bankrate.com</a> is the Web's leading aggregator of information on financial products including mortgages, credit cards, new and used automobile loans, money market accounts, certificates of deposit, checking and ATM fees, home equity loans and online banking fees. Visit <a href="http://www.bankrate.com/thirdage/">Bankrate.com</a> to get the tools and information that can help you make the best financial decisions.</i> <P>Getting ready to move? Are your parents moving in? No matter what your situation, get expert advice on <a href="http://www.thirdage.com/features/money/house/">what to do with the house</a>.<!--#include virtual="/includes/ads/money/nl_news/7.html"--><p>Interested in lifelong learning? Learn about <a href="http://www.thirdage.com/news/articles/ALT04/06/04/07/ALT04060407-02.html">university-linked retirement communities</a> that unite seniors with colleges.<p>What's more important than your health? From arthritis to brain fitness, sign up for our <a href="http://www.thirdage.com/news/newsstand/signup/health/">Health & Wellness Newsletter</a>.<!--BSHENDBODY--></span><!--END CONTENT--><!--BEGIN BOTTOM BOX--><!--#include virtual="/news/articles/includes/bottom/money.html"--><p><br><!--BEGIN PULLQUOTES--><!--#include virtual="/includes/pullquotes_seo03/money.html"--><p><br><!--BEGIN SEARCH--><!--#include virtual="/includes/search/424.html"--></td><td rowspan="2"></td><td rowspan="2"><!--BEGIN RIGHT COL--><!--#include virtual="/news/articles/includes/right_col/money.html"--><p><!--BEGIN SKYSCRAPER--><!--#include virtual="/includes/ads/money/nl_news/6.html"--><br></td><td rowspan="2">&nbsp;</td></tr><tr valign="top"><!--BEGIN LEFT COL--><td class="bgleftcol"><div style="padding-top: 10px;"><!--BEGIN LOGO--><!--#include virtual="/includes/logos/logo_seo02.html"--></div><p><!--BEGIN TOPICS--><!--#include virtual="/includes/topics_seo02/money.html"--><!--BEGIN ACTIVITIES--><!--#include virtual="/includes/activities_seo02/money.html"--><p align="center"><!--BEGIN LEFT COLUMN BOTTOM AD--><!--#include virtual="/includes/ads/money/nl_news/3.html"--></p></td></tr><tr><td colspan="6" align="center"><div style="padding-top: 10px;"><!--BEGIN BOTTOM AD--><!--#include virtual="/includes/ads/money/nl_news/5.html"--><!--END BOTTOM ADS--></div></td></tr><tr><td width="134" height="10"><spacer type="block" width="134" height="10"></td><td width="15"><spacer type="block" width="15" height="1"></td><td width="424"><spacer type="block" width="424" height="1"></td><td width="15"><spacer type="block" width="15" height="1"></td><td width="160"><spacer type="block" width="160" height="1"></td><td width="10"><spacer type="block" width="10" height="1"></td></tr></table></td></tr></table><!--END MAIN TABLE--><p><!--BEGIN FOOTER--><!--#include virtual="/includes/footers/money/footer.centered.html"--><br><!--PARSER:TAM--><!--TITLE:Six Tips to Evaluating a Retirement Community --><!--AUTHOR:ThirdAge News Service--><!--COPYRIGHT:2005 ThirdAge Inc.--><!--DATELINE:070622 (ThirdAge News)--><!--CTPROVIDER:ThirdAge News Service--><!--TEMPLATE:/newsstory_articles/ALT04.htmp--><!--CHANNEL:money--><!--CAT:nl_news--><br></div></body></html>
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