Creating timelines helps us plan for life's biggest events. Whether it's launching your career, buying a house, starting a family, or making a move, each person's timeline reflects their goals and aspirations.
The same is true when it comes to retirement. No matter if you're looking five months or five years down the line, carefully considering your options can help you stay on track to achieve your retirement goals.
As a planning and moving consultant at Maris Grove, an Erickson Senior Living community in the Brandywine Valley of Pennsylvania, I work closely with prospective residents on the Priority List to create timelines that meet their unique goals for the future.
Have a plan in place
The biggest piece of advice I offer retirees is to consider planning for their future earlier than they think they need to.
Remember, planning a move isn't the same as actually moving. Once a plan is in place, it can be implemented at any time. Once prospective residents establish their plans, they have so much peace of mind--knowing that, whatever life has in store, they are all set and ready to go.
I often share the example of saving for retirement. Typically, we don't wait to begin putting money aside when we're just a few years from retirement. Instead, we begin planning early in our careers, building nest eggs until we are ready to leave the workforce. As a result, we gain a measure of confidence, knowing that we've taken control of our futures early on.
Creating a retirement plan before it's a necessity also provides the valuable time needed to involve loved ones in the process. Making decisions for yourself is a gift to those you love because it relieves them of the responsibility of making choices for you.
It also sets an example of what a stress-free retirement can look like!
Advice and support
And just as you, most likely, had questions when you were creating timelines for other big life events, I work one-on-one with prospective residents to answer questions, offer advice, and help them plan. So, if you've never sold a house before or don't know where to start when it comes to downsizing, there's no need to worry!
Whenever possible, I prefer to meet with people years before they are ready to make their move. I like to visit them in their house, as it's a comforting space that feels more personal. We discuss their vision for the future, address any circumstances that may affect a future move, and even begin to design their desired apartment home layout.
I also work with trusted vendors and professionals--vetted by Erickson Senior Living for quality--to help execute your selling, moving, and downsizing plans.
What's important to you?
Choosing where you will spend your retirement is a big decision--one that I do not take lightly.
It takes time to make that decision, so I encourage everyone I meet with to do their research, involve their family and friends, and ask questions about finances, activities, and all of the things that are important to you.
By creating a plan, some Priority List members realize that it's best to move earlier than later. I've seen firsthand the benefits that come with moving to an Erickson Senior Living community at a time when you are able to take advantage of all the amenities available.
Whatever you decide, I'm here to help make your retirement years your best years!
Find an Erickson Senior Living community near you to learn more about the Priority List and the perks of planning your move early.