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Step 5 – Schedule a CAPS Assessment If you’re considering staying in your current home as you age, one of the most important steps you can take is to ensure that your environment supports your safety, independence, and comfort. That’s where a Certified Aging in Place Specialist (CAPS) comes in. Certified by the National Association […]

 Step 4 – Determine the Equity in Your Current Home Your home is more than just a place to live—it’s also one of your most valuable financial assets. Understanding how much equity you have is a critical step in planning for the future, whether you’re considering home modifications, downsizing, or transitioning to a senior living […]

Step 3 – Gather a Trusted Team of Advisors Making a housing decision later in life is about more than just where you live—it’s about how you live. That’s why Step 3 in our 12-step planning process is all about assembling a team of trusted professionals who can guide you through the financial, legal, emotional, […]

Step 2 – Identify Your Obstacles and Concerns Before you can plan effectively for the future, it’s important to understand what’s not working in the present. Step 2 in our 12-step planning process invites you to take an honest look at your current living situation and identify the obstacles that may be affecting your safety, […]

A Step-by-Step Planning Process for Choosing the Right Living Arrangement Making the right housing decision in retirement is one of the most important—and personal—choices you’ll face. It’s not just about bricks and mortar. It’s about how and where you want to live as you age, and how that choice supports your independence, safety, relationships, and […]

Comparing the Cost of Living at Home vs. a Senior Living Community In Post 10, we explored how to choose a senior living community that aligns with your lifestyle, values, and care needs. But before making a final decision, it’s important to understand the financial side of the equation—especially when comparing the cost of staying […]

Choosing a Senior Community In Post 9, we explored the many types of senior living communities—from independent living to assisted living, memory care, and CCRCs. If you’re beginning to think that community living might be a good fit for you, the next step is just as important: finding the right community. Choosing a senior living […]

Community Living Options for Seniors In Post 8, we explored private housing options like downsizing, condo living, and multigenerational households. But for many older adults, the desire for more support, safety, or social connection leads them to consider community living. Community living offers a range of environments designed specifically for older adults, with varying levels […]

My Current Home Isn’t Working—Now What? Realizing that your current home no longer meets your needs can be a powerful turning point. Whether it’s due to physical barriers, difficulty accessing care, or a growing sense of isolation, these challenges often prompt a critical question: What are my options? Recognizing that a change is needed opens […]