Legg Mason

Displaying 8 results
RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Making the grade: continuing care retirement communities (CCRCs)

Four page worksheet for assessing the most appropriate type of CCRC for clients

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Assessing your housing needs

Practical guide for investors to analyze and identify their housing needs as they age

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Aging in place resources

Two page directory of resources for investors and advisers

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Making the grade: independent living communities

Two page worksheet for identifying the appropriate 55+ housing communities for clients

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Making the grade: skilled nursing facilities

Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Making the grade: home safety assessment

14 page checklist for evaluating home safety

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Myths and realities of aging

Two page "In general, don't generalize" guide

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
Aging and housing: Glossary of key terms

Eight page glossary of terms re: aging/housing