Passez à l'illimité avec Magzter GOLD

Passez à l'illimité avec Magzter GOLD

Obtenez un accès illimité à plus de 9 000 magazines, journaux et articles Premium pour seulement

$149.99
 
$74.99/Année

Essayer OR - Gratuit

IS A 55+ COMMUNITY RIGHT FOR YOU?

Kiplinger's Personal Finance

|

December 2024

These age-restricted developments appeal to older adults seeking abundant amenities and an active lifestyle.

- ROBYN A. FRIEDMAN

IS A 55+ COMMUNITY RIGHT FOR YOU?

Thinking about moving to a 55+ community? Once limited to the Sun Belt, these developments, designed for people 55 and older, can now be found throughout the nation, from Washington State to Texas, Virginia, the Carolinas and the Northeast. And more of them are popping up.

Marilyn Burke, 60, and her husband, Martin Burke, 66, sold their five-bedroom home in Silicon Valley and purchased a three-bedroom contemporary in Cresswind Wesley Chapel, a 55+ community in Monroe, N.C. The couple closed in November 2022, paying $745,500. Now, they fill their days with trivia contests, happy hours, community concerts, pickleball and mah-jongg games. “We wanted a community that had activities because we were moving somewhere where we knew no one,” says Marilyn. “We’ve met so many people from different walks of life, but with similar interests, and all from our same age group.”

THE PROS AND CONS

Like the Burkes, many older adults are drawn to 55+ communities because they want to live an active lifestyle—playing tennis or pickleball, meeting friends for coffee, joining clubs, attending educational or cultural activities, and more—and they want to have plenty of amenities at their fingertips. "They're seeking the ability to host family and friends, explore hobbies, and maybe get into a sport they always wanted to play," says Karl Mistry, executive vice president of Toll Brothers, a luxury builder that constructs 55+ communities under the brand name Regency. "These are active communities. The clubhouses and fitness centers are always busy."

Many builders create developments that are akin to country clubs, with large and glitzy clubhouses, full-time lifestyle directors, on-site entertainment, and dining venues.

These facilities make it easy to meet new friends, socialize, get exercise, and avoid the isolation and loneliness that older adults often face.

PLUS D'HISTOIRES DE Kiplinger's Personal Finance

Kiplinger's Personal Finance

Kiplinger's Personal Finance

A TAX BREAK FOR MEDICAL EXPENSES

The editor of The Kiplinger Tax Letter responds to readers asking about health care write-offs.

time to read

2 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Volunteering to Help Others at Tax Time

Through an IRS program, qualifying individuals can get free assistance with their tax returns.

time to read

2 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

CATCH-UP SAVERS FACE A TAXING 401(K) CHANGE

Under new rules, you may lose an up-front deduction but gain tax-free income once you retire.

time to read

2 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

The Case for Emerging Markets

Economic growth, earnings acceleration and bargain prices favor EM stocks.

time to read

3 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

THE NEW RULES OF RETIREMENT

Popular guidelines about how to save, invest and spend need to be updated and personalized to ensure you'll never run out of money.

time to read

15 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Smart Ways to Share a Credit Card

Adding an authorized user has its benefits, but make sure you set the ground rules.

time to read

2 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

THE BEST AFFORDABLE FITNESS TRACKERS

These devices monitor your exercise, sleep patterns and more- and they don't cost an arm and a leg.

time to read

4 mins

February 2026

Kiplinger's Personal Finance

A VALUE FOCUS CLIPS RETURNS

THERE'S more to Mairs & Power Growth than its name implies. The managers favor firms with above-average earnings growth. But a durable, competitive position in their market- “a number-one or number-two position and gaining share,” says comanager Andrew Adams—and a reasonable stock price matter even more.

time to read

1 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Look Beyond the Tech Giants

I am hooked on a podcast called Acquired, in which two smart guys do a deep analytical dive, typically lasting three or four hours, on a single successful company such as Coca-Cola or Trader Joe's. Ben Gilbert and David Rosenthal, a pair of venture capitalists, are especially adept at explaining what's behind the success of such tech giants as Alphabet (symbol GOOGL, $320), the former Google, which recently merited 11 hours and 42 minutes of dialogue all by itself.

time to read

4 mins

February 2026

Kiplinger's Personal Finance

Kiplinger's Personal Finance

How to Pay for Long-Term Care

A couple of months ago, I wrote that many Americans significantly underestimate how long they could live in retirement (see “Living in Retirement,” Dec.). With the possibility of a 30-year retirement becoming more common, retirees need to plan for so-called longevity risk to make sure their assets last a lifetime. And the longer you live, the more likely you'll need to pay for some form of long-term care. That can range from assistance with activities of daily living to in-home care to a nursing home stay.

time to read

2 mins

February 2026

Listen

Translate

Share

-
+

Change font size