Smart Real Estate Strategies for Seniors and Families
According to the US Census Bureau, over 3 million people over the age of 65 move each year, which is about 6.2% of the total 65 and over population, and according to Realtor Magazine, Baby Boomers made up 53% of homebuyers and 39% of sellers between July 2021 and June 2022.
If you're a senior or a family member of a senior, it's time to take control of your future! Join us for a free planning workshop hosted by Brightwork Realty Advocates and discover the keys to planning ahead, saving money, and avoiding unnecessary stress when it comes to real estate.
What You'll Learn:
Timing for a Good Move, By Choice
The timing of a move can be sensitive. Mobility changes, being unable to keep up with house maintenance, or wanting to be closer to family can all prompt a move later in life. Gather resources to ensure your move is a positive choice, not a forced decision. Explore strategies to make your transition seamless and stress-free.
How To Know When It's Time to Move?
Recognize the signs and signals indicating it's time for a change. Learn how to be proactive about moving instead of having to react to a major life change that forces you to move. Learn how to embrace the opportunity for a good move by choice, rather than waiting for it to become mandatory.
Preparing for Your Move
Navigate the complexities of relocation. Get practical tips on streamlining your move and ensuring a smooth transition.
Improvements to Do Now and Enjoy vs. What to Put Off
Learn which home improvements provide immediate joy and enhance your living experience versus those that can wait. Discover who should handle the work to maximize efficiency and minimize hassle.
Organize Now and Shed Life's Cargo
Decluttering isn't just about stuff; it's about freeing yourself from unnecessary burdens. Find out how to simplify your life and make your next chapter more enjoyable.
Capital Gains/Loss Harvesting
Unravel the mysteries of capital gains and losses. Learn how strategic financial planning can maximize your returns and minimize tax implications.
1031 Exchange / Prop 13 Tax Basis Moving
Explore advanced techniques like the 1031 Exchange and Prop 13 tax basis moving. Discover how these strategies can significantly impact your financial position.
How to "Buy Before You Sell"
Gain insights into the art of buying before selling. Understand the advantages and potential pitfalls, allowing you to make informed decisions.
Why Attend?
This planning workshop is your chance to glean wisdom from seasoned experts in the field. Network with fellow seniors facing similar decisions, share experiences, and build a supportive community. Don't miss this invaluable opportunity to gain practical insights and guidance on your real estate options. Refreshments will also be provided!
Date: March 15, 2025
Time: 10:00am
Location: 1150 Moraga Way, #200 Moraga, CA 94556
Secure your spot now for this exclusive workshop. Space is limited, so RSVP today! Your future self will thank you.
