Financial Advisor What to Expect When You Meet with a Financial Advisor Meeting with a financial advisor is a crucial step toward ensuring your financial security and achieving your retirement goals. If you’re not already working with one, the idea might seem intimidating, but knowing what to expect can make the process easier and more rewarding. Here’s a guide to help you prepare for your first meeting […]
Sellers Navigating Capital Gains Taxes When Selling Your Long-Time Home A Guide for Retirees Selling a home you’ve owned for over 30 years can be an emotional and complex process, particularly when it comes to managing the financial implications. One significant concern for many retirees is the potential capital gains tax on the profit from the sale. Let’s explore several strategies to help you navigate […]
SRES Tech-Savvy Living A Guide to Property Technology for Older Adults Property technology is shifting how people buy, sell, and manage their homes and real estate transactions. Although several different types of technology are used in the housing industry, here are three types you may benefit from adopting.  1. SMART HOME TECHNOLOGY Smart home technology offers many benefits, […]
Sellers Comprehensive Area Reports Comprehensive area reports on Sales, Listings, and Home Values. Stay updated with the most recent market trends and valuable insights. Click the link to dive into the details! Making Your Home Stand Out: Strategies for a Successful Sale and much more. https://www.cbprospectsquare.com/CWB/app/public/newsletterpreview.jsp?newsletterkey=3092031&recordtypename=NEWSLETTERAGENT  
Sellers Selling Your Home with Sentimental Value Navigating Emotional Attachments while selling your home: As a seasoned real estate agent with over 15 years of experience, specializing in senior real estate, I’ve encountered countless clients facing the daunting task of parting ways with homes filled with cherished memories. Selling a home that holds sentimental value can be emotionally challenging, and it’s perfectly […]
SRES Essential Conversations When Moving Near Family Considering a relocation to be closer to family? The prospect of moving near loved ones can be both exciting and daunting, especially when it comes to navigating shifts in family dynamics. Research indicates that for older adults, this transition can be particularly challenging due to three key stressors: Loss of established social networks: Moving to […]
Sellers Embracing Swedish Death Cleaning: A Guide to Moving and Downsizing in Senior Real Estate In the realm of real estate in Westchester County, New York, particularly in senior housing and downsizing, a concept has emerged that transcends mere tidying up or decluttering. It’s called Swedish Death Cleaning, a term coined by Margareta Magnusson in her book “The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your […]
SRES Becoming Your Parents’ Parent Sometimes, a parent’s decline comes gradually, giving you time and mental energy to plan. At other times, you’re thrust into a full-on caregiving role after a sudden event: a stroke, a fall, or a significant illness. No matter how you arrive in your caregiving role, you land in unknown territory trying to figure out your […]
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Sellers A GUIDE FOR SENIORS LOOKING TO DOWNSIZE AND RELOCATE As we gracefully journey through life, there comes a time when our living spaces may need to evolve to better suit our needs. For seniors and their families, the prospect of downsizing, right-sizing, and relocating can be both exciting and challenging.  As a Senior Real Estate Specialist with over 15 years of experience I understand […]
First-Time Homebuyers The Tax Advantages of Buying Your Home Unlocking Financial Benefits:  Purchasing your first home is an exhilarating milestone that goes beyond just having a place to call your own. Beyond the joy of customizing your living space to reflect your personality, lifestyle, and aspirations, buying a home opens the door to a myriad of financial advantages, including the potential for building home […]
Sellers 9 New Year’s Resolutions for Your Home Traditional New Year’s resolutions usually entail diet, exercise, and weight loss. Why not take a different approach in 2024 by channeling your energy into home upgrades that can enhance your comfort, safety, and enjoyment now and possibly increase the resale value of your home down the road? Here are nine ideas: Remove home hazards. Identify […]
Sellers MASTERING THE ART OF PRICING  Balancing Desirability and Fair Value in High-End Real Estate In the realm of real estate, the art of pricing a property is an intricate dance between attracting discerning buyers and ensuring the property’s value is accurately represented. For older adults looking to sell their cherished homes, this balance becomes even more crucial, often intertwining sentimental […]
SRES SRES® Consumer Newsletter November 2023 Houzz bathroom trends study shows Emphasis on Universal Design, Aging, Safety Homeowners are increasingly focused on aging and safety when they renovate their bathrooms, and they’re incorporating universal design features that address their future needs and are functional for people of all ages and abilities. That’s one takeaway from the recent 2023 U.S. Houzz Bathroom […]
SRES Seniors Real Estate Specialist – SRES A Seniors Real Estate Specialist® (SRES®) is a REALTOR® who is uniquely qualified to assist seniors in housing sales and purchases. The SRES® designation is awarded only to REALTORS® who have successfully completed a series of educational courses on how to help seniors and their families with later-in-life real estate transactions.  Between this educational course […]
SRES Is An As-Is Sale Right for You? Many factors can influence your decision to sell including downsizing, moving closer to family, or seeking a more manageable living situation. Have you considered selling the home as-is? Selling as-is means putting the property on the market without making any major repairs or improvements—even when they are needed. This approach has both advantages and disadvantages […]
Sellers Navigating the Emotional Journey: Preparing a Loved One’s Home for Sale The process of cleaning out a loved one’s home and preparing it for sale can be a daunting and emotionally charged task. Whether it’s due to a family member’s passing, downsizing, or any other reason, this endeavor requires sensitivity, organization, and practicality. In this blog, we will discuss important steps and considerations to help you […]
Sellers Mastering the Art of Selling Your Home: Tips for a Successful Sale Selling your home can be a significant undertaking, both emotionally and financially. Whether you’re downsizing, relocating, or just looking for a change, the process of selling a home requires careful planning and execution. To help you navigate this important journey, we’ve compiled a comprehensive guide with tips to ensure a successful home sale. 1. Prepare […]
First-Time Homebuyers 10 Essential Tips for First-Time Homebuyers Are you thinking about taking the exciting leap into homeownership? Buying your first home is a significant milestone in life, and it can be both thrilling and a bit overwhelming. To help you navigate the complex world of real estate, we’ve put together a list of 10 essential tips for first-time homebuyers. These tips will […]
SRES The Value of a Senior Real Estate Specialist – SRES As we go through life, our housing needs can change. Whether you’re an empty-nester looking to downsize, a senior planning to move to a retirement community, or someone relocating for a job or family, the process of selling your home can be complex and emotionally challenging. That’s where a Senior Real Estate Specialist (SRES) can […]