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Observations about aging and housing needs…

As a part of the Boomer generation I’m seeing a lot of my peers making or

preparing to make changes in their lifestyles and living arrangements. I’ve

watched the generation before us very closely and have seen many approaches to

tackling these looming decisions: what to do when it is time to downsize, when

you no longer want the maintenance and upkeep of a large home/property, when

you want to be free to travel and not be tied down to The House?

Here are some of the successful scenarios I’ve witnessed among friends, clients,


[Usually the steps toward a new path entail a decision to sell the primary

residence, typically the “family home” where they’ve lived a great

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