Page 60

by joe innace

INTERGENERATIONAL

MORE TO RETIREMENT THAN CHOOSING A COMMUNITY Says battle-hardened advisor

N

owadays, retirees can choose from about 5,000 55-andover communities in the U.S., according to SeniorLiving. org. Still, such age-restricted communities — often offering clubhouses, pools, golf and more. Popular as they are, they are not the only choice. 60 / ADVISORS MAGAZINE

JULY 2021

Case in point: Stephen R. Judge, ChFC®, CLU®. Although not ready for retirement himself, Judge is happy to discuss his own goals as he is a client’s. “For some people an adult-only community is the perfect place to land. That’s fine if that’s what you want,” said Judge, an advisor with LPL Financial in Asheville, North Carolina, in a recent interview for

TALK

Advisors Magazine. “My wife and I favor living in a more intergenerational setting.” he continued, “I want to live where there are young people, old people, mothers with crying babies, teenagers flirting, middle-aged people working through their issues. I want to hear the sound of kids playing.” Judge chuckled: “My mom is my hero. Before she passed at 96, she made a point of making friends with people at least 20 years younger. As a result, she had 150 people come to her funeral. If you complained about your aches and pains, she would

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