Tips for Touring & Choosing a Retirement Community

Tips for TouringWe understand the importance of making the right choice when choosing a retirement community. Use this comprehensive list as a guide for what to look for and ask about as you tour and compare communities.

Ask

  • Who owns and manages the community?
  • Is the owner/manager not-for-profit or for-profit?
  • Is the community accredited for meeting high standards in resident services, operations and financial stability?
  • How long has the managing organization been in business?
  • What are the credit ratings?

Health Needs

  • Are healthcare services provided on campus?
  • If healthcare is provided, what levels of care are available?
  • How much will it cost if a higher level of care is needed for you or a spouse?
  • What has been the track record of state inspections of the assisted living and nursing care levels?

Fees

  • What are the details of fees and what do they include?
  • What is not included?
  • When do monthly fees increase and under what conditions?
  • What has been the average fee increase percentage over the past five/ten years?

Recreational and Social Activities

  • What kind of social, cultural and educational activities are available?
  • Who organizes these activities?
  • Is transportation provided to local attractions, medical offices, grocery stores, etc.?
  • What resident clubs and committees are available?

Waiting List and Procedures to Become a Resident

  • Is there a waiting list?
  • How long will you wait?
  • What is the procedure for adding your name to the waiting list?
  • Is there a cost?
  • What happens to your waiting list status if you are offered an apartment and you decline?

During Your Visit

  • Talk with residents to learn their experience with the community.
  • Stay for lunch or dinner so you can sample the food and the service.
  • Notice if the community is clean, well-maintained, and secure.