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Conclusion: Empower Your Future with Informed, Intentional Choices Planning where and how to live as you age is more than a logistical decision—it’s a deeply personal journey that touches every aspect of your life: your independence, your relationships, your health, and your sense of purpose. It’s a process that deserves your full attention, thoughtful reflection, […]

Step 12: Pulling It All Together – Using a Weighted Rating System After exploring the physical, financial, and emotional aspects of aging in place or moving to a senior living community, you may find yourself with more than one good option. So how do you choose? A weighted rating system can help you make a […]

Step 11: Meet with Your Estate Planning Attorney – Align Legal Plans with Life Changes As you prepare for a potential move—whether to a smaller home, a more accessible space, or a senior living community—it’s essential to ensure your legal documents reflect your current wishes and future needs. Meeting with your estate planning attorney is […]

Step 10 – Meet with Your Financial Advisor: Turn Information into Insight After gathering all the key information—your home equity, renovation estimates, senior living costs, and current monthly expenses—it’s time to bring it all together with the help of your financial advisor. This step is about transforming data into insight. Your advisor can help you […]

 Step 9 – Identify and Tour Senior Living Communities If you’re considering a move to a senior living community, it’s essential to approach the process with the same care and planning you would when buying a new home. Communities vary widely in services, amenities, costs, and care levels—so a thorough evaluation is key to making […]

 Step 8 – Explore Age-in-Place-Ready Housing Options If you’re considering moving to a new home, it’s important to understand the true cost—not just of purchasing the property, but of ensuring it supports your long-term safety, comfort, and independence. That’s why Step 8 in our 12-step planning process focuses on exploring age-in-place-ready housing options—homes that are […]

Step 7 – Estimate the Cost of Modifications and Maintenance Now that you’ve identified what needs to be done to make your home safer, more accessible, and livable for the long term, it’s time to understand the financial investment involved. Step 7 in our 12-step planning process is about turning insight into action—and numbers. Work […]