Understanding your current financial situation can help you better understand how to age in place or navigate a move to a different housing option. This worksheet will allow you to get a review your income and investments. On the 2nd page you'll list your monthly and yearly costs so that you can ... » Learn More about Cost of Living Comparison
Tools to Navigate a Move
Retirement Living Tour Checklist
Exploring retirement living options can be overwhelming. This checklist will help you keep all the details straight for 3+ residences you plan to tour. This worksheet will allow you to keep track of building amenities, what is included in the rent, ability to rate overall experience at the ... » Learn More about Retirement Living Tour Checklist
