Category: helpful information for seniors

About buying

It’s been my experience that having a good understanding of your needs for not only now, but for 3 to 5 years in the future, and having a good but flexible plan can simplify the buying process. Below are some things to consider. Financial: Get pre-approved so you can establish a budget, keeping in mind […]

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Seniors Workbook

This workbook has been created to aid people such as you determine their options regarding Real Estate. I consider it a work in progress, as new options, issues, and solutions to problems continue to evolve. My experience with my family, and many clients throughout my career, has shown me there is a need to simplify the […]

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Tips for downsizing

1) Make a list of the items, including furniture, which you will need in your new home. 2) Decide which things you will no longer need, and make another list. 3) Itemize everything not on either list, and evaluate. 4) Decide which items to sell, donate, recycle, or discard. 5) Begin thinning out items that […]

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Other considerations

Before beginning to search for your new home Do I have any large furniture or items that I will be taking? (Measure) If applicable, are pets allowed, and if so are there restrictions? Listing the professional, medical and business services you need to be close to. Proximity to friends and family.

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Housing options

Most popular housing options for seniors One of the biggest decisions we face when it’s time to downsize is what kind of home will suit my needs and budget. Option 1: Villa style townhouse Villas offer a similar feel to a house, often attached to only one other unit, and featuring open plans and full […]

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