Candid Conversations at Epworth Villa Moving to an assisted living community is sometimes desirable and sometimes necessary. High net worth individuals often wonder how they can reduce their longterm care costs to protect their estate without giving up quality of care and quality of life. Join Epworth Villa for this candid conversation about financing luxury […]
Aging in the Right Place is all about Choice
As a downsizing coach, I have the privilege of walking alongside individuals, couples, and families throughout the relocation process. I often ‘geek out’ reading the hundreds of studies and articles dedicated to the topic of late-life moves and what makes them successful or stressful. And as a veteran real estate broker, I frequently witness both […]
Moving as You Age: Where, When, and How
Choosing the best place to live as one gets older is not a simple matter. In fact, a mere outline listing the complexities inherent in this decision would extend well beyond the allowable word count for this article. That said, let’s look at 3 of the most frequently asked questions and some possible answers to […]
Candid Conversations About Retirement Village Living
When it’s time to consider moving to a retirement village, people often focus on what may be left behind: a house filled with memories where children were raised, milestones celebrated, and the stage of life it represented. But by looking only at what might be lost, all to be gained is often overshadowed. […]
Adjusting to Life After a Move
We get it, we really do. One of the chief reasons people shy away from a post-retirement move is the fear that life will change dramatically. And the truth is that, yes, it will. But contrary to what that little voice inside your head (or that of your loved one) says, downsizing and making […]
Happy Interdependence Day
No. I didn’t misspell the title of the post. But thank you for noticing. In fact, now that you’re here, go ahead and scan the rest of it and see if you can find anything else that causes you to do a double-take! The word “independence” has been on my mind a lot lately. The seed […]
Sorting Through a Lifetime of Possessions: Organizing All That Stuff
Anyone who has ever moved from one spot to another can attest to one thing: It’s astounding how much stuff we actually have and how well it is hidden! When one makes the decision to sell a longtime family home and downsize to a more manageable living space, this little fact of life becomes amazingly […]
Educators, Advocates, then Real Estate Agents – In That Order
Someone recently told me they thought I had “overstepped my bounds” as a real estate agent because I asked a client if she had considered a retirement community that offered more services than the one she was presently considering. Naturally, my feathers were a bit ruffled because anyone who knows me or Chris knows that […]
Choose Your Realtor from Box 1, 2 or 3
The longer I have been in real estate (almost 25 years now…wow how time flies) the more I recognize that while the public perception is that all real estate agents are the same, there are 3 very distinctive boxes in which you can pretty much place any agent. Take a look and consider from […]
When Mom Doesn’t Want to Move: A sample conversation
It happened again this week. I received yet another call from a well-meaning daughter who is trying to get her mother to move out of her home and in with family where she can have some support. We even had an appointment scheduled to discuss the home’s value, get an agreeable timeline for selling, determine the best way […]
