Freedom Friday: How To Plan A Multi-Generational Family Vacation Without Losing Your Mind

multi-generational group on beachIt began with a group text. Author Lauren Cormier, her three sisters and mother, chatted about how fun it would be to get together for a big family vacation.

At first it was just talk, tossing around location ideas and what time of year would offer the nicest weather, but slowly the talk transformed to serious planning. Before she knew it, the five families (ten adults and ten children) were all together for a week-long vacation in Florida.

If you’ve considered going on a similar multi-generational vacation, you’re not alone. According to AARP, about 25% of trips that baby boomers anticipate taking are with extended family.

Read more to discover tips on how to plan a multi-generational vacation

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Wellness Wednesday – 8 Healthy, White Foods

bowl of yogurtYes, even a few carbs made the list!

Colorful fruits and vegetables might get all the love, but some white foods have terrific health benefits, too. Thanks to the folks at AARP, here are a few white foods to add to your shopping cart.

Find out more about the 8 healthy white foods

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Moving Mom Monday: Questions to Ask Aging Parents When Planning a Move – Part Three

Helping your aging parents simplify their lives includes a plan for preparing for a physical move.

In Part One of this four-part series, published on this blog every Monday, we started a list of questions to ask your parents concerning their current lifestyle…and how they see it changing in the future.

In Part Two, we discussed the questions to ask that can help determine where your parents stand financially.

In Part Three, here are the questions to ask when planning your parents’ move to a new location:

1. WHAT TO DO WITH POSSESSIONS: Which items do they want to keep and take with them, give to family and friends, liquidate or store?

2. MOVE ASSISTANCE: Who will assist your parents with the details of the move? List professionals, family and friends.

3. TIMING: What date or time of the year would your parents prefer to make the move?

4. PREPARATION: What will your parents need to do to prepare their house for sale?

5. EXPERIENCE: What can your parents learn from other people who have been through this type of downsizing move?

6. MEDICAL: Will your parents need to consult with their physicians regarding health care needs as they move?

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Moving Mom Monday: Questions to Ask Aging Parents When Planning a Move – Part Two

Helping your aging parents simplify their lives includes establishing where they stand financially.

Finances are a key component when planning a parental move, affecting how and where your parents will live. Managing your parents’ finances are not like managing your own, especially if you don’t have all the information you need.

Again, it all starts with a plan.

In Part One of this four-part series, published on this blog every Monday, we started a list of questions to ask your parents concerning their current lifestyle…and how they see it changing in the future.

In Part Two, here are questions to ask that can help determine where your parents stand financially:

1. MONTHLY INCOME: What is your parents’ monthly income today? Is it expected to change in the future? If so, what will be the difference in monthly income?

2. SAVINGS AND INVESTMENTS: Determine how much your parents have in savings and through investments. What investments do they have? Where are those investments held? Who are the contacts for the investments? How are these investments titled (joint accounts, individual, etc.)? Is there a financial adviser in the picture? Also ask about IRAs (individual retirement accounts), credit union accounts, bank accounts and insurance policies.

3. HOME EQUITY: How much equity can your parents expect to receive from the sale of their home?

4. ESTATE SALE: How much can your parents expect to earn from an estate sale?

5. MONTHLY EXPENSES: What are your parents’ monthly/annual expenses? How will these expenses change when your parents sell their home?

6. MOVING EXPENSES: Will any family members be contributing to your parents’ moving and/or living expenses? If so, who will be participating? How much will each person be contributing? Will these contributions be one-time payments or payments that continue on a monthly basis?

7. OTHER BENEFITS: What types of benefits do your parents have that can offset their housing expense? Is either parent a military veteran?

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Wellness Wednesday – Tips for Staying Healthy as You Age

The Importance of Mobility for Aging Well

As quoted in an April 15 Washington Post article by Steven Petrow, Miriam C. Morey, professor of medicine at Duke University School of Medicine and senior fellow in its Center for the Study of Aging and Human Development has advice for seniors who want to maintain their mobility as they age:

“As you get into the older age bracket, you need to reset your thinking in terms of whatever you’ve been doing and what you want to do in the future. We need to transition into thinking about mobility, how to augment or enhance it.

From an exercise point, ask: Are my legs strong enough? Can I get out of my chair without using my hand to help?

Do a simple test: Put your arms across your chest and see if you can get out of the chair without using your arms.

Also, what is my balance like, because once you reach this age [many] start to lose their balance. Can you stand on one leg? Start practicing.

You should think about your strength because that’s one of the most important thing about maintaining your independence. Do less cardio and do more things for strength — lower- and upper-body.”

Read the rest of the article

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Moving Mom Monday: Questions to Ask Aging Parents When Planning a Move – Part One

Helping your aging parents simplify their lives can feel daunting and stressful.

While adult children may have their parents’ best interests at heart and think they have all the answers, they don’t always know what’s best for their parents. One of the biggest mistakes? Waiting until a crisis occurs to have the conversation about housing and care options is the number one mistake we see in most families.

So, how does one help Mom and Dad go about selling a home they’ve lived in for decades and one that is full of a life’s worth of ‘stuff!?’

It all starts with a plan.

In Part One of this four-part series, published on this blog every Monday, here is a list of questions to ask your parents concerning their current lifestyle…and how they see it changing in the future.

1. HEALTH CARE OR NUTRITION: Are you tired of planning and cooking dinners every night? How would you describe your diet? Do you need assistance with grocery shopping and food preparation? How would you describe how you feel physically and emotionally? How many doctor appointments do you have scheduled per month? Will that change in the future?

2. TRANSPORTATION: Are you still driving? What are the options in your area if you need to stop driving at some point? Do you drive yourself to your doctor appointments now? Do you find yourself depending on rides from family/friends more these days? Do you ever use public transportation? Will you depend more on public transportation in the future?

3. LIVING INDEPENDENTLY: How long do you think you can live independently? What household tasks seem more difficult to accomplish now? What household tasks (lawn care, housekeeping, etc.) can you still handle? Which tasks do you need help with? Do you know who is available — volunteer or professional — to give you assistance?

4. CURRENT LOCATION: Do you want to stay close to your current neighborhood or move to another area? How important is it to you to have your family nearby? Will that change in the future?

5. FAMILY: How involved are your children and other close family members in your every day life? If so, how would you want that to change, if at all?

6. FRIENDS: Who do you consider your close friends? Do they live nearby? Will that change in the future?

7. TYPES OF ACTIVITIES: What activities do you participate in now? How important is it to you that you continue to participate in these activities?

8. LIVING SITUATION: If you were to move out of your current home, what type of living situation would appeal to you? An apartment? Senior living community? A smaller private residence? Could you rent or do you need to own?

===

DAYNA WILSON: As a Certified Senior Housing Professional (CSHP) , I have special knowledge about everything from reverse mortgages to the importance of universal design. I can tap into my network and put you in touch with my team of qualified home inspectors, movers, attorneys, CPAs, organizers and other experts. I have all the resources and knowledge to simplify the transaction and eliminate the anxiety of selling your home.

Call me today to talk about your real estate concerns. I’m here to listen: 925.788.6582

Senior Segment is Reshaping Real Estate Dynamics in Walnut Creek, Ca. and Beyond

Baby Boomer CoupleImagine the different kinds of expertise involved in helping a first-time buyer purchase a home, versus helping a last-time seller to downsize. First-time buyers and 65+ sellers face a vastly different set of options, expectations, concerns and challenges, but too often, the real estate industry has taken a one-size-fits-all, cookie-cutter approach to serving clients.

Demographic trends are pointing to seismic shifts ahead for housing in this country. Aging seniors are projected to move out of an estimated 11.3 million homes between 2010 and 2020, and in the next decade, that figure is expected to reach 15 million. Every single one of those millions represents a unique individual who deserves to have his or her move handled with the utmost compassion, integrity, attention to detail and connectedness to the full spectrum of professionals who are often involved in ensuring a seamless transition for seniors and their families.

Dayna Wilson’s Savvy Seniors Division is committed to a proactive approach to understanding the big-picture trends that have an impact on our community and our clients. We also understand that distinct expertise is needed to meet the needs of various segments of our community.

cshp_logo2e35c3This is why I’m thrilled to have completed the rigorous requirements to achieve the Certified Senior Housing Specialist (CSHP) designation. This prestigious designation awarded only to a select number of elite real estate professionals in any market by the Seniors Real Estate Institute® represents completion of a competency-based curriculum as well as ongoing education and training. CSHPs are held to the highest standards of professionalism and most importantly, they are passionate about serving senior clients with dignity and compassion.

Demographic shifts and improvements in life expectancy have given rise to senior housing options that far exceed those of previous decades. CSHPs are not only in touch with the full range of options within their communities, they have the specific skills needed to help seniors to get where they want to go – unraveling the complexities involved in downsizing and selling a family home.

“Despite the fact that seniors are the fastest growing segment of the population, this segment of the market remains largely under served. 10,000 Baby Boomers will turn 60 every day for the next 18 years. At the other end of the senior spectrum, the 90-plus segment of the population nearly tripled over the past three decades, and is expected to quadruple over the next 40 years.

“The expertise, combined with our passion to ensure the dignity of elderly clients, is not just a benefit to our senior clients but also their families,” Dayna emphasized. “Our goal is to be a profound asset to the entire community.”