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

In your opinion, what is your home’s current value?

Original Purchase Price

If a Co-Owner passed away, what was the formal appraised value at that time?

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)

What is the total amount you've spent on upgrades? Note: If no co-owner passed away, then count all of the upgrades. If a co-owner passed, then only include the amount spent after the co-owner passed.

How much do you still owe? (including mortgage, reverse mortgage, home equity line of credit or other)

Your Estimated Results

Estimated Sale Price

Estimated Capital Gain

Estimated Selling Costs & Expenses

Estimated Adjusted Cost Basis

Estimated Estimated Net Cash From Sale

Stepped Up Basis

Realtor Commission rate (%) for Buyer's Agent

Home Preparation Costs (paint, carpet, landscaping, handyman, etc.)

Realtor Commission rate (%) for Seller's Agent

Seller's inspection reports to sell as-is

Realtor Commission rate (%) TOTAL

Title and Escrow Fees rate (%)

Total amount of Seller's Expenses and outstanding balances to be paid off

Your Financial Roadmap

Age of Eldest Resident

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.

Home Sale Net cash to seller(s)

Enter Exact Amount here:

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

Enter Exact Amount here:

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

Enter Exact Amount here:

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

Enter Exact Amount here:

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.

Enter Exact Amount here:

brian@stayorgohomeowner.com

408-499-9561

“Brian Schwatka has been a top producing Realtor and Transition Specialist since 2004”

Stay or Go Snapshot

Discover what your home is worth:

Calculate My Estimate

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.

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

Discovering the best communities for you

Use the selections below to find communities that best match your preferences. If you see only a few results, try adjusting your selections to explore more options. Click on any community you’re interested in to add it to your Selected Communities list.

Stay or Go Snapshot Results

Brian Schwatka

Realtor & Transition Specialist

Start Here

Real-Estate Services

Home Quote

Home Selling

Education

Free Education Videos

Free Education Webinars

Resources

1. Planning System

2. How It All Works

3. Flight Plan

About Us

“Brian Schwatka has been a top producing Realtor and Transition Specialist since 2004”

Stay or Go Snapshot

Discover what your home is worth:

Calculate My Estimate

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.

​

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

Discovering the best communities for you

Use the selections below to find communities that best match your preferences. If you see only a few results, try adjusting your selections to explore more options. Click on any community you’re interested in to add it to your Selected Communities list.

Stay or Go Snapshot Results

Brian Schwatka

Realtor & Transition Specialist