Robust Retirement

  • Pivot Points In Seniors Housing/Post-Acute Care Create Investment Opportunities

    On Tuesday, May 17, 2015 I was featured in a question and answer session over breakfast with subscribers of Senior Care Investor, moderated by its editor Steve Monroe. We covered a wide range of topics.   I summarize below key takeaways from my Senior Care Investor interview and provide a link to the nearly one hour…

  • UnSenior “Seniors Housing”

    Earlier this month I toured The Stories at Congressional Plaza, a new type of “seniors housing” project designed to appeal to seniors as well as those of other ages looking for a high-tech, high-service environment in an urban mixed use setting.  The Stories opened in February 2016 and is a joint effort of Federal Realty…

  • The Difficult, Delicate Untangling of Our Parents’ Financial Lives

    There is an excellent article in today’s Wall Street Journal, Monday, March 28, 2016 on the difficulties of sorting out your parents’ financial affairs after they become incapacitated.   It includes a number of recommendations on steps you should take with your family while your parents are still healthy to share financial information and avoid the difficulties…

  • Confessions of a Recent CCRC Mover

    The question I most encounter when speaking with friends, family members and acquaintances about seniors housing is: How do you get a reluctant family member of advanced age living alone to agree to move to seniors housing? It doesn’t seem to matter if the family member is 79 or 99, there is still a strong…

  • Our Experience with Social Security & Medicare Better Than The Private Sector Insurers

    As my bio indicates, I spent more than 25 years working in the private sector, primarily in equity research and investment banking for publicly traded securities firms.    I, like many with private sector careers and nearly everyone even slightly right of center politically, take as an article of faith that the private sector is…

  • Beware Of Observation Status At Hospitals

    The Affordable Care Act includes a number of measures intended to rein in unnecessary or wasteful spending by Medicare.    These are generally grouped under the label “value-based purchasing”.    One key element of value-based purchasing are penalties for hospitals that have high levels of readmissions after discharge that went into effect in 2012.  …

  • Barcelona and Basque Region Vacation

    My wife and I vacationed in Barcelona and the Basque region of Spain in October 2015.   We had previously visited Madrid and southern Spain but had never before been to the northern part of the country.    Our itinerary took us directly to Barcelona, where we spent three days, followed by five days in…

  • Important Changes To Social Security In New Two-Year Budget Agreement

    According to a report in today’s (10/29/15) Wall Street Journal on page C1, the two-year budget agreement, passed by the House of Representatives on October 28th and headed to the Senate, will eliminate the ability of social security recipients to elect and suspend benefits at age 66  and have their spouse claim spousal benefits while…

  • Planning For Long-Lasting Retirement Income

    After spending 15 years as a stock analyst evaluating healthcare REITs, senior housing and post-acute care companies, I decided to focus my blog on broader senior housing and care issues for individuals and companies, rather than recommending stocks or investment products. I intend to stick with this approach but want to make readers of my…

  • Observations from NIC 25th National Conference

    The National Investment Center for Seniors Housing and Care (NIC) http://www.nic.org held its 25th National Conference this week at the Gaylord National Harbor, just south of Washington.   I attended the first NIC Conference, which was a much smaller affair at a hotel in Crystal City, also just south of Washington but on the Virginia side of…

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