Welcome to "Stay or Go Homeowner"

[optin-cat id=1323]

Stay Or Go Homeowner is a resource for Homeowners of all ages.

We help homeowners decide if they should stay in their homes or make a strategic decision to transition to a new home.

This is not a sales pitch, there are no strings attached and there is nothing else to buy at the end.   It’s a comprehensive educational resource for homeowners, relevant to what’s going on in today’s market and it applies to homeowners whether they are staying or going.

Topics covered are: 
Financial planning, reverse mortgages, taxes, estate planning, repairing and upgrading your home, in-home care, real estate 101, downsizing your life, relocating in or out of the area, and the pros and cons of senior communities.

THREE ways to learn and explore your options:

1) LIVE Classes (In Person):
Offered as a 2 hour class, held once a week, for 8 straight weeks at local community centers.

2) On-Line Classes (Videos):
You can watch recordings of the live classes at your convenience.

3) Homeowner Analysis (Consultation) 
Fill out the Homeowner Analysis Questionnaire and you will receive a personalized, educational, step-by-step report created just for YOU.  It’s the perfect way to save time, money and frustration and you can share your personalized report with your friends, family and business professionals.


Why did I create this resource?:
I’ve been a Realtor since 2004 and I’ve seen first hand how difficult it is for people to decide whether they should stay stay on their homes or move on. I’ve spent years creating this course and I know this sounds strange coming from a Realtor, but I do NOT want you to sell your home, until you’ve explored all of your options.  

We take you through a 3 step process:



Step 1: Evaluate where you currently stand in these 5 areas:

  • Real Estate
  • Financial (Taxes and Cash Flow)
  • Personal Estate
  • Physical (Health and Safety)
  • Social and Emotional Well Being

By answering the questions in the “Stay Or Go Worksheet” you’ll be able to pinpoint the areas you need to focus on.  

Step 2: Explore your options:
The instructors, each and expert in their field, will teach you everything you need to know so you can see how all of your options affect each other.  

Step 3: Make educated decisions in each of those 5 areas. 
(Whether you are staying or going)  

After completing the LIVE classes, the Video Classes or your Personalized Consultation, you will have the clarity and certainty you need to make educated Decisions and carry out your plans with confidence. 

Testimonial Video Clips (3 Mins.)

Please excuse the background voices from the classroom 

I just completed the 8 week LIVE course. Each session was a gem in and of itself. Even if one is not thinking about moving, there is very useful information for our everyday lives. Thanks Brian!

Cindy Wagner



Your “Stay Or Go Homeowner” class is a valuable resource for anyone approaching that time of life.  I was a fairly new widow when I took it, and while I had done many of the things mentioned, there were valuable details that I was glad to learn.  It was reassuring to learn that I can stay in my home – unless I decide for other reasons to relocate to a seniors residence.

I’m also pleased to have the contacts and recommendations you provided, for home maintenance and down-sizing.  I’m actively engaged in down-sizing as I can, to make it easier if and when a move is necessary.

I have told many of my friends about the class and I think a couple of them are planning to take it. 

I wish you success with your efforts to turn all of this into a book – you could reach even more people that way, although a book wouldn’t really take the place of the class discussions.

Dale Hill




I just recently finished reading the “Brian Schwatka edition of Kiplinger’s Personal Finance”.  Congratulations on being recognized for creating a very useful, dynamic learning experience for seniors.  One of your students is so committed that she postponed surgery until after your  last class.    

This is so valuable an experience for those of us who are facing the changes that aging brings to our lives, even some of us who thought that, because of years of nonprofit experience, we knew it all.  Wrong! 

Thank you again.

Terry Markle



This class was invaluable in helping me organize my thoughts re the many different things to consider before making this important decision. I learned things I didn’t know I didn’t know. And it was fun!

Terri Lehan



This was a well thought-out course. All of the topics, financial, health and house related, should be considered when deciding whether to stay in your home or move to other accommodations. Everyone’s circumstances are different, and this course addressed that. 

In addition to the information presented by various professionals in their fields, we were given local vetted resources where we could go for help if desired. 

I have recommended this course to friends. Thank you Brian for all the effort you put into this.

Ann W.



Brian Rocks with his warmth, sincerity, professionalism, referrals and generosity.

Anonymous from class survey



Most valuable!  Have passed on the class info to several friends.  All topics were relevant to my current planning needs.




“Excellent class, great content, very professional”




I’m getting so much information that my head spins a bit.  I’m learning and that means a lot to me.  You are providing so much information that most people are not aware of.  I can’t thank you enough for all of the work you have put into these classes.

Maureen Heberling



Thank you, Brian, for all you do for seniors. You are one of a kind. Looking forward to your mini documentary on dispelling the myths about seniors communities.

Jyl Campana



Brian, thank you for your stewardship, leadership and your acts of kindness bringing knowledge to many minds about Life’s Growing Pains!!!

Judy Jackson



I certainly have enjoyed the class.  You have put a lot of thought into the topics, resources, and speakers.


Judy Demko



Thank you so much for all the effort you put into organizing the Stay Or Go Homeowner classes.  The speakers were all very informative.

Judie Cordy



I wish the classes were longer!  Brian, you are excellent and easy to approach.  You are very knowledgeable about all of the subjects.  I have been recommending this class to everyone!  That was a lot to learn.

Anonymous from class survey



Most worthwhile class I’ve taken in years!  Wonderful idea, perfect for me.

Anonymous from class survey



Time well spent.  Thanks a ton.  I will be recommending this class to my friends.

Anonymous from class survey



Your classes were very informative and helpful.  I got lots of information from each class.  I would recommend your classes to my friends.  Thank You!

Anonymous from class survey



My wife and I are really enjoying your class, and we are learning a ton of valuable information.
Thank you so much for offering this class!!

Scott and Paulyne Townsend