Stay or Go Homeowner

Deciding whether to stay in your home or make a transition to a new home may be one of the most important decisions you’ll make in your lifetime.  As we age, the outcome of our decisions become extremely critical.  What factors determine if you should stay in your home or make a transition to a new home?

 

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Topics

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  3:35 - Transition Choices and Options

  4:45 - Three Basic Options

  5:50 - The importance of making good decisions

  7:30 - The big picture, a Holistic view and strategy

12:25 - Evaluating where you stand, today

16:05 - Where are you going? Vision of the future

21:30 - CAN you get to where you want to go?

24:15 - Preparing to meet with a financial planner

26:19 - Option 1: Ageing in place

31:00 - Option 2: Retirement communities

35:23 - Don't wait too long to decide

42:24 - Great things about both options

44:18 - Questions to ask yourself

46:13 - In a nutshell, Presentation wrap up

Feel free to contact Brian for further questions or to schedule a live presentation for your group at the location of your choice.
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