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A Quick Check-In

Look Up My Home on Zillow

NOTE: Clicking this button will open Zillow in a new tab and show your home’s Zestimate®.

Return to this page and enter the Zestimate® or your own opinion of your home’s current value below..

Health and Support Network (Friends, Family and Neighbors)

Can Support Me?
Can Support Me?
Can Support Me?

My main concerns are:

Select all that apply
When you think about making a housing transition, how do you feel? (Check all that apply.)
Are you stuck on the fence for any of these reasons?:

STEP 1 of 5: VISION Exercise: The Postcard from the future

Click on all of the things you want MORE of in your life
Stay Or Go Workbook V.2026.03 NEW.pdf.png
Stay Or Go Workbook V.2026.03 NEW.pdf (1).png
Click on all of the things you want LESS of in your life
Stay Or Go Workbook V.2026.03 NEW.pdf.png
Stay Or Go Workbook V.2026.03 NEW.pdf (1).png

STEP 2 of 5: REALITY Exercise: Understanding Your Homeownership

Evaluating Your Financial Position:

I know exactly what my monthly income and expenses are:
I am cash flow positive every month (maintenance & emergencies):
I have an investment portfolio to support my long-term needs:
I have liquid funds to pay for in-home care services ($6K-$20K/Mo.):
I have a formal written financial plan that spells out my future:

Evaluating Your Physical (Health and Social) Position:

My health is good and will stay relatively the same for the next 5-10 years:
I stay physically and mentally active on a regular basis:
I have a strong social life and engage in meaningful activities:
I still enjoy cooking, driving, and doing things on my own:
I can relocate to any area without ties to my doctor(s):

Evaluating Your Personal (Support Network) Position:

I live with someone or have a consistent companion:
My close family or adult children live nearby:
Local friends, family, or neighbors are willing to care for me:
I feel emotionally supported and socially connected:
I can relocate without ties to my friends, groups, hobbies

Evaluating Your Trust & Taxes Position:

I have a current living trust and estate plan in place:
I have reviewed my trust in the past 5 years:
I know how the title is held to my home
I know what to do when/if a co-owner passes away:
I have a list of home upgrades and the costs for tax purposes:

Evaluating Your Real Estate (Functionally) Position:

My home is in excellent condition and doesn’t need major repairs:
I love my home’s layout and how it fits my lifestyle today:
I can afford to maintain my home without stress:
My home has been upgraded for safety
My home has a downstairs bedroom and full bath:

STEP 3 of 5: OPTIONS: Exploring Your Available Paths

Filter by County
Ownership Type:
Month to Month or Entrance Fee
Filter by Available Unit Type
Preferred Building Type(s):
External Neighborhood:
Which Type of Senior Living Communities Interest you? Select all that apply:

Prioritize Your Community Criteria

💭 If you can only choose one, what would it be:

Comparison 1 of 21

⚖️ Just a quick tie-breaker to help us understand your priorities better.

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Add to list
Community Name
City
County
COMMUNITY ADDRESS
Care Levels
Pricing Link
Floorplan Link
Amenities link

Search Results: 0 Communities

Discover what your home is worth:

Disclaimer: For educational and planning purposes only. Brian Schwatka is not a tax advisor, CPA, financial advisor, or attorney. All calculations are estimates and are not tax, financial, investment, or legal advice. Please consult with your qualified professionals before making financial decisions.

Calculate My Estimate

How many primary residents are currently on title? Note: Each resident who is on title is entitled to a $250,000 capital gains exemption (which increases your basis)

Your Estimated Results

Your Financial Roadmap

Note: If there are two homeowners, please combine the information for both owners when answering the questions below. For example, if both receive Social Security income, enter the combined total for both owners.

Think savings, 401(k)s, IRAs, stocks, bonds, and other investments or assets. Your best estimate is fine.

Think Social Security, pension, retirement withdrawals, rental income, investment income, and other regular income.

Think property taxes, homeowners insurance, utilities, HOA dues, maintenance, and other regular home costs.

Think groceries, healthcare, transportation, insurance, entertainment, travel, gifts, and other everyday expenses.

We'll use your choice only as an estimate for your Financial Roadmap. Actual investment returns will vary.

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Enter your age and Financial Roadmap estimates to see your projection.

BRIDGE LOAN Calculator

Inputs

Out-of-Pocket Fees (not financed)

Total out-of-pocket fees ($):

$0.00

Loan Summary

Lender fee ($)

$0.00

Total financed principal ($)

$0.00

Monthly payment ($)

$0.00

Total paid over 11 months ($)

$0.00

Balance due at month 11 ($)

$0.00

Month
Beginning Balance
Monthly Payment
Interest
Principal
Ending Balance
Subtotal Paid Through Month

BUY IN Calculator

Refund logic

Years 1-3 refund rule: Unused portion refunded evenly over first 3 years

Year 4+ traditional plan: 0%

Year 4+ X plan: Editable in X refund % after year 3

Year 4+ Y plan: Y refund % after year 3

Quick comparison

Extra cash kept with Traditional vs X:

$0

Extra cash kept with Traditional vs Y:

$0

X refund amount after year 3:

$0

Y refund amount after year 3:

$0

Decision guide

Cross-over year vs X plan:                  >>>

Cross-over year vs Y plan:                  >>>

Traditional better than X if you live more than:

Traditional better than Y if you live more than:

X plan stronger if life expectancy is less than:

Y plan stronger if life expectancy is less than

Not within model

Not within model

Model limit

Model limit

Model limit

Model limit

Year
Traditional: invest cash kept vs X
Traditional: invest cash kept vs Y
Traditional plan refund
X plan refund
Y plan refund
Traditional beats X?
Traditional beats Y?

DASHBOARD

Traditional fee

X plan fee

Y plan fee

$0

$0

$0

X refund %

Y refund %

0.0%

0.0%

Investment return %

0.0%

DECISION SUMMARY

Cross-over year vs X plan

Not within model

Cross-over year vs Y plan

Not within model

Traditional better than X if live more than

Model limit

Traditional better than Y if live more than

Model limit

Side-by-side at selected years

Year
Traditional vs X
X Plan Refund
Traditional vs Y
Y Plan Refund

Traditional vs X Plan Refund

Traditional vs Y Plan Refund

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