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Moving to the 55+ Lifestyle Checklist

March 12, 2021

There are four stages to the process of moving to a 55+ Active Adult community.

1. Determine the Motivation for Moving

Decide ‘Where?’ and ‘Why?’. It is important to know why you are moving to know where to look. Know your ‘Why?’. Are you choosing to move to be in better weather, closer to family, lower taxes? What area of the country/state/city are you looking to live in.

2. Budget

Next, you need to determine your budget for your new home. Your budget should include both the purchase price and monthly expenses including HOA, taxes, insurance, and mortgage payment if any. For more information on how your budget can impact your moving decisions, read here.

3. Time Frame for moving

What is your time frame for moving? Do you have time to build a new home or will you need to buy a resale or builder spec home?   

4. Getting rid of stuff

The next step is getting rid of stuff you do not plan on moving and selling your current home.  This is a big one emotionally and physically!

Each of these items is a complicated subject within itself. For more information on reaching your goal of a new home and enjoying the 55+ Active Adult Lifestyle, visit my YouTube Channel or my blogs

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