JOSEPH SCROFANI JD - Stress-Free Downsizing For Retirement

To help you become clear on which option is right for you, ask yourself the following five questions, and keep them in mind as you read through the next three chapters. 1. What is your main motivation for moving? (You will likely have more than one, but focus on your primary reason.) To be closer to family? To be free of homeownership burdens? To be closer to a city or town so you can walk to basic amenities and social activities and not have to worry about driving? To stay in the same area but in a smaller, more manageable home? To move to a location with more favorable weather conditions (for example, moving from a snow-prone area to a warmer location) To make new friends around your age with similar interests and life experiences? Flexibility, so you can visit family or travel or relocate easily without worrying about maintaining a large home? 2. Do you want to find your “forever” home or just a home for the next few years?

3. How much independence do you want and need?

4. What specific features are you looking for in a new home?

One-story living, free of stairs? A particular number of bedrooms (i.e., the ability for family and

other guests to visit and stay with you)? A low-maintenance yard (or no yard)? A garage?

5. What sort of lifestyle do you hope or expect to lead?

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