Blog

 As your parents age, it is important to prepare for their future needs and have proactive discussions about their finances and financial planning. Our partner Senior Care Lifestyles, LLC have put together this handy list of 10 financial questions that need to be asked. You can read the full article here.Do they have a durable power of attorney? This may be the first and most important question to ask if you anticipate being in charge o...

With our families stretched out across the United States, it’s all too common to find yourself watching a struggling loved one from a distance. Whether it be foreclosures, downsizing, liquidation, or even the death of someone dear, you may not always know how to help someone through stressful times when you’re so far away. This is why we are here; to help people with the burden of emptying out homes in sometimes less than a week or organ...

Sometimes you’re changing jobs, sometimes you’re moving to a smaller place, sometimes you find yourself either adding on a child or having one move out. Whatever the reason, you may realize that you’ve ended up with too much stuff. And the idea of going through it all to decide what should stay and what should go can be daunting. But to make an easier job of it, just take it one step at a time with the tips below:   ·         Clothes -...

One of the challenges consumers face when moving to a smaller space is trying to figure what to do with their downsized possessions.  Today, there are more options than ever, including charitable donation, live auction, online auction, tag sales, traditional garage sale and Estate Sale. For people who have a fair amount of valuable inventory but not a lot of time, an Estate Sale can be a very positive experience.  Estate Sales are managed by pr...

As the nations’ largest combined network of estate sales and online auctions, Caring Transitions sells just about every type of product you could imagine. Our CT Online Auction site specializes in consumer online auctions that have easy-to-access local pick-up locations for winning bidders. Local winners also often have the opportunity to find great deals on unadvertised items at the local pick-up sites. In addition, we can ship items natio...

As we move toward peak moving season, the nation’s move management experts at Caring Transitions, provide these tips and advice to help reduce moving day stress.    Don’t move without a plan At Caring Transitions, we see a lot of clients who know they will be moving soon, but don’t take time to plan properly for all that needs to happen. Tasks seem to be put off for “later” and this often creates a chaotic and stressful environment on...

When it comes to choosing housing or buying and selling real estate, the needs of older adults and their families can be quite complex. Selling situations may be complicated by issues such as family dynamics, deteriorating health, personal loss and financial constraints. To provide consumers with dedicated support options, two of the nation’s most professional resources work in partnership.Senior Real Estate Specialist (SRES)The National Associat...

Many of our clients are downsizing because they are moving to a retirement community. Vanessa Grouse of Forbes Magazine gives excellent advice on how to decide which place is right for you, and how to navigate the frenzied market. In her article, she gives 12 rules to live by when buying into a retirement community. Read the full original article here: http://www.forbes.com/sites/vanessagrout/2014/01/03/12-rules-to-embrace-before-buying...

The latest U.S. census data shows that only 5% of those over age 65 occupy nursing homes, congregate care, assisted living, and board-and-care homes. So where does everyone else live? From a “county” perspective, Florida remains on top, where over 53% of Sumter County is comprised of 65+ adults.   This is followed by heavy populations of older adults in Charlotte, FL (38%) and LaPaz, AZ (36%). Colorado tops the list with the fastest “a...

Jane Bennett Clark, senior editor of personal finance at Kiplinger Magazine, has a lot of good advice to give about the downsizing process. She reminds us that there may be costs to downsizing homeowners did not consider! Home upgrades, packing and transportation, condo association fees, rent, and storage units are just a few of the surprising costs associated with moving out of a larger home into a smaller one. Despite these costs, Jane adv...