[Part 1] Home Transitions in Retirement: What You Need to Know Before You Move скачать в хорошем качестве

[Part 1] Home Transitions in Retirement: What You Need to Know Before You Move

Are you considering selling your home? Thinking about downsizing, relocating to be closer to family or moving out of state? Perhaps transitioning to a retirement community is on your mind? Alex Seleznev, MBA, CFP®, CFA of Capital Squared Financial and Jan Brito of Brito Associates at Compass present an interactive real estate market update and comprehensive guide to making informed housing decisions later in life. In this practical webinar, you will discover: Selling and Renting. The true costs of selling your home (including often overlooked tax implications) and whether renting in retirement makes sense. Buying Your Next Home. How to realistically assess affordability beyond the "28% rule" and plan for healthcare-related modifications. Retirement Community Options. Understanding CCRC models, the "buy-in" component and how these communities can serve as a built-in long-term care solution. Local Market Update. Current real estate market conditions, pricing trends and timing considerations for the DC metro area. We’ll also review real-world case studies that show the actual financial impact of different housing decisions. This webinar will share practical ideas and guidance to help you make confident real estate decisions that fit your retirement goals. Have questions? Want to chat further? Visit us at: www.csqfinancial.com Disclaimer: Capital Squared Financial is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and may only conduct business in jurisdictions where registered or exempt from registration. For more information, please refer to our Form CRS and Form ADV, available on our website. Please consult a qualified financial professional regarding your individual circumstances before making any investment decisions. Chapter Timestamps: 00:04 Introductions 01:04 Overview 03:04 Selling Your Current Home 07:41 Renting in Retirement 09:25 Case Study - Sell and Rent 11:37 Buying Your New Home 13:57 How Much Can You Afford in Retirement? 15:27 Healthcare in Your New Home 20:19 CCRC - Rental vs. Buy-In 24:26 CCRC - Buy-In Component 26:55 CCRC - Rental Communities 27:54 CCRC - How to Choose? 28:40 CCRC - Case Study 30:29 Contact Info 30:36 Disclaimer