The first step to starting the perfect Retirement starts here.

Funding your Perfect Retirement with Equity

Whether you're a senior or a family member, selling a house can be a complicated decision. In particular, those involved may wonder about planning and timing. Should they sell the house before or after a move to senior living? When I first meet a client, I look at their individual situation and assess the priorities and needs of the individual and their family. How is their health? Why are they moving? What assets do they have to fund their move? It's important to look at the whole picture.

Questions like these can guide the process, as well as establish a timeline. I recommend seniors and their families to consider a few key factors, such as financial needs, stress, and timing. Having a trusted advisor is imperative for a smooth transition.

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