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Integrated Wealth Management

Embracing Retirement by Making the Right Housing Decisions

As a busy financial advisor and  mother, I like to balance myself with the practice of yoga. To me, yoga is more than just the practice of body movement, it’s  also an exercise of mental discipline.  Recently one of my favorite instructors used “embrace change” as our mantra and it really resonated  with me both  professionally and personally. At Financial Alternatives, we recently helped two clients make new housing choices in their retirement years — one client remodeled their house and redesigned the living space on the first floor to make living there safer and more comfortable. The second client decided to move to an assisted living facility. In both cases, it was a transition, a new change that our clients embraced with courage and wisdom.  Stories such as these show the importance of making the right housing decisions  during your retirement years. These decisions could  have a tremendous effect on you  both financially and emotionally.

During planning meetings with clients, we often hear statements such as, “I want to live at my house for as long as I can!” or, “I will never move away!” or, “What do I need to do to make this possible?” We also often hear the following comments, “I am not opposed to moving to an assisted living community, but which one? There are so many to choose from and what should I expect?”

To help people answer such questions, we decided to host an educational seminar October 12 on the topic of “Housing Options in Retirement”. We invited two expert speakers to share their wealth of knowledge and provide you with practical tips, tools and resources. Whether you are considering housing options for yourself or for your loved ones, this seminar will provide you with valuable information and a chance to get answers to any questions you have.  This is a free event open to anyone who’d like to attend. Click here for event information. Seating may be limited, so please RSVP to

Change is good but it can be hard to remember that when we are in the middle of a painful transition-remember to be open, be thoughtful, and most importantly, be courageous!