Baby Boomers are Staying Put
As we kick off 2025, the housing market is witnessing a significant shift among Baby Boomers. Unlike past generations who downsized or relocated to new areas during retirement, many Boomers …
The articles and blog posts featured below are tailored for those 50+ and their adult children. We are committed to helping you prepare for your journey in relocation and buying and selling property.
8 Tips for Winterizing Your Home
As the chill of winter sets in, it’s essential to prepare your home for the cold months ahead. Proper winter maintenance ensures your home stays warm, efficient, and protected from …
How to know the right time to downsize and relocate.
Life is full of transitions, and for many, there comes a moment when downsizing and relocating feels like the right next step. But how do you know when it’s time? …
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What are the taxes on lottery winnings?
At a recent holiday party, an individual created an adorable Christmas tree out of green scratch off lottery tickets. Cute, clever, fun and it had everyone talking. Eventually, someone said, …
Make Space for a Healthier, Happier You
Whether you’re thinking of relocating or you want to age in place, one thing I always recommend at the end of the year is decluttering. It does make it easier …
Cool Georgia Towns for Retirees & Seniors
Georgia is becoming a magnet for retirees and seniors attracting them with affordable housing, tax advantages and a relatively low cost of living compared to other locations. Travel and Leisure …
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2 Social Security Changes for 2025
Social Security remains a critical financial resource for millions of retired Americans, with over $1.5 trillion in benefits projected for 2024 alone. However, retirees should be aware of two major …
What will the election mean for the housing market?
It’s the million-dollar question everyone is talking about – how will the recent election affect real estate? Realtor.com has posted an article with its take on the election and how …
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How Georgia is Attracting Seniors & Retirees
Seniors and retirees have long sought retirement destinations in the south largely because of the milder weather but there are so many other great benefits for seniors. Grace Zhu from …
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7 Tips for Combating Holiday Loneliness & Sadness
While the holidays are known for the joy and family closeness they bring, I know from meeting with my clients that for many seniors, it is an extremely difficult time …
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Is November a Good Time to Sell Your Home in Georgia?
If you’re thinking about selling your home in Georgia, you might wonder if November is a good time. While spring and summer are typically peak seasons for real estate, November …
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Understanding Medicare Re-enrollment
While I love conversations centered around real estate, these days my clients are squarely focused on the election and the looming Medicare re-enrollment deadline. Both with a significant impact on …
Seniors are Redefining Life Transitions
Working with seniors today is more fun than ever before. My clients, whether in their 80s, 90s or even 100, lead lives of passion and purpose. They take care of …
15 the new 30 for many homebuyers.
While many of my clients purchased homes over the years with the traditional 30-year mortgage, increasingly I see younger buyers opting for a 15-year mortgage. Why? It can help them …
The Silver Tsunami
It’s starting to show up in articles and in the news but what exactly is the Silver Tsunami? “Silver Tsunami” is a term used to describe the demographic shift that …
The election’s impact on real estate.
Now that we’re immersed in election season, many people ask me how the race and ultimate outcome could impact the housing market. Many of my baby boomer clients are reluctant …
Why baby boomers are house poor.
There are more than 72 million baby boomers in the United States. Many of these boomers find themselves in a challenging financial position — they are “house poor.” House poor …
What the Fed Rate Cut Means for Homebuyers
The Federal Reserve’s half-point rate cut has many people wondering how they’ll be affected. What does it mean for mortgage rates and for homebuyers in general? Lawrence Yun is the …
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Helping Seniors Afford Independent Living
Many of the seniors I work with are at a point in life where they’re exploring whether to age in place, move in with family, or transition to a senior …
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The Future of Social Security
As Social Security celebrates its 89th birthday, there’s growing concern about its future. According to the latest report, the reserves that fund benefits for 70 million Americans could be depleted …
How to Weather a Turbulent Market
Finance professionals will tell you that some the most volatile stock market days are those from September to Election Day (November 5th) so investors are buckling up for the ride. …
Changing Real Estate Commission Rules
You may have heard about a National Association of Realtors settlement recently. It includes changes in how real estate commissions are disclosed and negotiated with a goal of increasing transparency …
The price of buying a home in Georgia.
As one of the fastest-growing states in the nation, Georgia added over 116,000 people between 2022 and 2023. With hot summers and mild winters, Georgia offers an appealing climate. But …
Tips for Storm Cleanup
Last week’s storm system (Tropical storm/hurricane Debbie) brought record rainfall and flooding to the southeastern US. As residents begin the clean up, AARP updated a great article providing tips to …