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Taking the First Steps to Buying and Selling
 
If you are reaching retirement, are already retired – or you are just ready to transition into the next stage in life, a Senior Real Estate Specialist (SRES) can help you with refinancing, relocating or any other real estate need you may have. As a SRES, I will help you from the initial inquiry, all the way until the end of the process.
 
Some questions to consider at this point are:
 
1.     Do close family members support this decision?
2.     What is the best way to downsize a lifetime’s worth of possessions?
3.     What are the tax-related implications of selling?
4.     What sort of impacts will there be on future income?
5.     Is moving the best solution for me? If so, where should I move?
 
There are many key steps to consider in this process. Once I understand what your needs are, we can discuss if selling your home is the best option for you. We can look at the pros and cons of a reverse mortgage and see if using your home’s equity will help you with the cost to remain living there.
 
If staying in your current home as is, or with modifications is not the right option for you, then we will consider different housing options. Whether you prefer senior housing, if you need senior care, if you are looking for luxury senior living, or if you would like to remain independent – I will show you all of your options to help you make an informed decision.
 
Prior to listing your home I will be able to connect you with tax specialists and financial planners that can help you protect your assets and answer any money-related questions that you might have about the transition.
 
It is a very high priority to me to ensure that we meet your healthcare needs, lifestyle needs and financial needs to ensure this process is as stress-free as possible and that you will be happy. With a network of specialists for seniors, I can connect you to senior moving specialists, downsizing experts and storage facilities. I want to ensure that the transition is seamless.
 
Are you a senior considering moving or selling your home, but you don’t know where to start? Give me a call. I would love to help and let you know you’re in good hands.