Over 50 and ready to buy, sell, rent or relocate?

We help 50+ real estate buyers and sellers look at the big picture, factoring in financial issues and current and future care needs, to ensure that each client arrives at the best decision about selling a property and finding a new home. We recognize the emotional dimension associated with selling a beloved family property and approach clients and family members with patience and empathy

We understand that housing needs change throughout our lives. “First-generation” retirees may want less to take care of, and “Second generation” retirees may need more support and services. We work with Premier Senior Living Communities and will be more than happy to discuss your options.

Many seniors stay in their old homes and are perfectly content to be there. Others find their thoughts turning to a new home, perhaps even to a completely new way of life. Still, others remain in their familiar homes while they are independent, but plan ahead to move to assisted living housing when they need it.

One of our Team’s favorite certification is the Seniors Real Estate Specialist^®.

“The Seniors Real Estate Specialist® (SRES®) designation gives you the knowledge and expertise to guide homebuyers and sellers over the age of 50 through major financial and lifestyle transitions. Start gaining the resources that will help you better serve seniors.”

Here are a few things to consider if you or older family members have reached the point where a retirement move might be the best strategy:

• ARE YOU OVER HOUSED?
  Are you rattling around in your “empty nest,” paying more than you want for taxes, utilities, and maintenance? If retirement means a cut in income, would a lower-priced home, townhome, or condominium be easier to manage on your resources?
• DO YOU NEED THE EQUITY FROM YOUR HOME?
  For some older owners, the equity built up in a home is their main retirement savings. Sometimes a move is needed to convert that equity into cash and income to be secure for the years to come.
• IS THE HOME’S UPKEEP MANAGEABLE?
  Do you have the time, energy, or interest to paint, clean, mow, etc.? Will the roof need replacing soon, or the heating/AC need repair?
• DOES YOUR HOME STYLE MATCH YOUR PHYSICAL ABILITY?
  Are there too many steps or stepdown rooms in your current home? Do you need a wheelchair accessible residence? Is the yard more than you can handle? Are the safety, security, lighting, heating/AC systems adequate for retirement?
• HAS THE NEIGHBORHOOD CHANGED?
  If friends, relatives, neighbors, doctors, and merchants have gone, maybe it’s time for you to consider moving also.
• DO YOU WANT TO BE CLOSER TO FAMILY?
  Do you want to spend more time with your children and grandchildren? Maybe you would like to cut down on long trips to visit them, or perhaps you need regular assistance from a family member.
• WOULD A MOVE IMPROVE YOUR LIFESTYLE?
  If extensive traveling appeals to you, for example, you may want to relocate to a more economical, lower-maintenance home (“lock and leave,” as we say in real estate). You may want to be more conveniently located for activities such as golf, bridge clubs, walking trails. Or you may just want to move near old friends-or to a community where you can make new friends with interests similar to yours.

Careful planning and sound, expert advice are crucial to a successful move. Consult your financial adviser or accountant-and please feel free to call us 310-770-8018 about your real estate options. We will be happy to listen to your needs to learn how we can help.

Whether it has been many years since you sold or bought a house or just one, we specialize in listening to your concerns, answering your questions, and explaining how today’s ever-changing real estate market can affect your lifestyle and financial planning.