National Continuing Care Residents Association (NaCCRA), November 9, 2020.
2019 Ongoing Challenges for Pennsylvania Continuing Care and Life Plan Communities by Katherine C. Pearson and David M. Sarcone. Pennsylvania Bar Association Quarterly, January 2019.
2018 7 Ways to Judge a Retirement Community’s Financial Health by Peter Finch, New York Times (Mar. 9, 2018). The NYT article points to the Commission on Accreditation of Retirement Facilities and in particular to the downloadable PDF file “Consumer guide to understanding financial performance and reporting in Continuing Care Retirement Communities”.
2014 Gregory T. Zeblosky, An Introduction to Continuing Care Retirement Communities, July 28, 2014. This article is by an experienced actuary discussing the significance of the actuarial balance sheets, actuarial pricing analysis, actuarial cost flow projections, and the importance of financial standards for determining solvency.
2011 Will Continuing Care Retirement Communities Continue? A Pennsylvania Law Update by Katherine C. Pearson and Joshua R. Wilkins. Pennsylvania Bar Association, Symposium on the Future of Elder Law in Pennsylvania. Pennsylvania Bar Association Quarterly, April 2011.
2010 Continuing Care Retirement Communities Can Provide Benefits, but Not Without Some Risk. US Government Accountability Agency (2010). GAO-10-904T: Published: Jul 21, 2010. Publicly Released: Jul 21, 2010. 8 page PDF (or HTML) file. Summarizes state requirements designed to reduce risks to residents.
2006 Continuing Care Retirement Communities, State Regulation and the Growing Importance of Counsel for Residents and their Families by Katherine C. Pearson. Pennsylvania Bar Association Quarterly. 2006.
MyLifeSite website offers many resources for understanding residential options for seniors – some are free and many require a paid subscription. The site’s owner offers a book for sale about choosing a retirement community. The “Free Resources” tab has links to explanatory videos by the site’s owner, commentaries, and links to interesting data (under “Research”).
If you know of a resource that would be useful for current or prospective residents of CCRCs, please use the Contact Us Form to pass along the information for possible inclusion in a future revision of the WACCRA website.
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