Make your Move to Senior Housing this Year
It can be a daunting task to move into a new community. For those who are moving to independent living or a CCRC, having time to plan the move can help ease the transition to retirement living.
Before I go any further, let me point out that it does not take a year to move into senior housing. It can be done in a few months, housing market willing. However, not everyone is organized enough to accomplish the transition in such a short amount of time. If you really was this year to be the one in within you make the move, here’s a month by month plan:
January: Visit your financial planner and do a thorough review of your financial situation. Estimate how much you want to spend on senior housing, and make a list of the amenities or activities that are important to you.
February: Research local communities. Narrow your list to your top two or three and visit them.
March: Begin cleaning house, and get rid of things you don’t need. (Alternately, you can hire a downsizing expert to help you declutter.)
April: Select the community that best meets your needs, and submit your deposit.
May: Continue cleaning your home.
June: Contact three real estate agents in your area and select one to represent you during the sale process.
July: Work with a contractor and staging expert to update and/ or stage your home.
August: List your home.
September: Select your apartment and the amenities you want.
October: Close sale on home. Move into community.
November: Change addresses for mail, update utilities.
December: Enjoy your new home!