Resources for Plus 50 Age Group

How can SRES Help You Plan for Your Future Housing Needs?

Most of us put time and effort into planning for retirement. That is, we plan for money related issues such as retirement funds. Secondly, people plan for long-term care and life insurance. Deciding on where you’ll live as you age often takes a backseat during retirement planning.

Whether you are considering aging in place, downsizing, purchasing a rental property, or even upsizing to a new location, dealing with real estate transactions and choices can be a confusing maze to negotiate, even for experienced home buyers. Beyond the complexity of real estate transactions, those over fifty are often more sophisticated shoppers and can benefit from a knowledgeable SRES representative.

Our Senior Transition Timeline

Step 1: Initial Consultation: We will set up an appointment to meet with you and your family to discuss your personal and confidential situation. An action plan will be set in place to meet your needs and start the process of moving forward.

Step 2: Getting Organized: Our Senior Move Manager will work with you as little or as much as you need. From sorting and packing the home to complete clean out.

Step 3: Taking Inventory: After it is determined what items will be taken to the new place, you have to decide what they would want to do with everything which is remaining. They could do an estate sale, they could donate it, or they could even do a complete clean out.

Step 4: Preparing the Home for Sale: Before investing any money into their house, we will let you know what items we would recommend they should do to get their home in top showing condition. If everyone decides to do so, we have a list of trusted vendors who can help with home repair, flooring, painting, and any other service which may be needed.

Step 5: Pre-MLS Marketing & Selling the Property: In order to get the most exposure of their home, we will pre-market the home to our local buyers, network of local agents, and online marketing strategies.  We have a systemtic approach to selling the home quickly and for top dollar.

Senior Transitions and Real Estate

Over 3 decades we’ve helped many seniors and their families transition from the family home to their next choice of living accommodations. We understand how important and unique each situation is, how stressful and emotional it can be, and how we can help make this life changing move compassionate, comfortable, and caring.

Start the conversation early – communication is vital. The thought of leaving the family home can be overwhelming and raise lots of questions for seniors: How do we even start? What is the first step? Can we financially do this? What about all the personal belongings? The items to leave behind? Will the adult children be involved? Who can I trust? Who can help?

Marty Gale Holds the  Seniors Real Estate Specialist – SRES® Designation. Seniors Real Estate Specialists receive specialized education to help those age 50+ through lifestyle transitions involving downsizing, relocation, or selling the family home.

SRES® is a REALTOR® who is uniquely qualified to assist seniors in housing sales and purchases. The SRES® designation is awarded only to REALTORS® who have additional education on how to help seniors and their families with later-in-life real estate transactions.

 

More of what you LIVE for.

Find your ideal home with my help. I’m your SRES®.
Every transition is an opportunity, regardless of your stage in life. With the right preparation, a new home can provide the fresh start and continual enjoyment you’ve been working toward.

By partnering with an SRES® like me during your new home search, you’ll gain the help and expertise of a REALTOR® specialized in meeting the needs of home buyers and sellers ages 50+.

I have both the education and real estate experience to serve as your trusted advisor through the unique financial and lifestyle transitions involved in relocating or selling your family home.

 

What is an SRES®?

A Seniors Real Estate Specialist® (SRES®) is a real estate agent who is uniquely qualified to assist home buyers and sellers ages 50+. The SRES® designation is awarded only to real estate agents who have additional education on how to help seniors and their families with later-in-life real estate transactions.

SRES® designees also draw upon the expertise of a network of specialists, such as estate planners, CPAs, and eldercare lawyers, and are familiar with local community resources and services. Their mission is to help seniors and their families navigate the maze of financial, legal and emotional issues that accompany the sale of the home and assist Boomers in relocating to the home of their future.

 

 

What qualities make an SRES® different?

• Has knowledge, experience and compassion in dealing with 50+ issues.
• Can suggest housing alternatives, including ones that may allow an aging parent to remain in the home instead of selling it.
• Takes a no-pressure approach to the transaction and has a strong service orientation.
• Will take the time needed to make a client feel comfortable with the complex selling process.
• Understands the emotional demands a sale can make on a 50+ client, and tries to minimize them.
• Can interact easily with all generations, including adult children and caretakers.
• Is knowledgeable in senior housing options from active adult communities to assisted living.
• Has a wide network of other senior-focused professionals who can assist in tax counseling, financial and estate planning, and other aspects of the sale and move.

Common Questions Seniors (Plus 50) Ask Us

  • Is this an interim or transitional move?

  • How does this purchase fit into future plans?

  • Is it a second home that may become a primary home in the future?

  • A transition home to be sold at retirement?

  • How do you feel about making this move?

  • What are the top ten things you want, or never want, in a home?

  • Are there special needs or property features to consider?

  • Will the neighborhood meet your needs for transportation, grocery delivery, meals, and medical?

  • Do you do your own housekeeping and gardening?

  • What form of communication do you prefer?

  • Phone? email?

  • Is there another family member involved in the decision?

  • Would you like to know more about the financial options available?

  • Do you currently have a reverse mortgage?

  • Will the move impact long-term health care coverage?

  • In the case of an estate, has the estate been probated?

  •  

What qualities make an SRES® different?

  • Has knowledge, experience and compassion in dealing with senior issues.
  • Can suggest housing alternatives, including ones that may allow an aging parent to remain in the home instead of selling it.
  • Takes a no-pressure approach to the transaction and has a strong service orientation.
  • Understands the emotional demands a sale can make on a senior, and tries to minimize them.
  • Tailors the marketing of a home to the needs of an older client.
  • Can interact easily with all generations, including seniors, adult children
    and caretakers.

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Senior Plus 50 Resources and Web Sites

Publications

Magazines

Research

  • Beyond 50.05, A Report to the Nation on Livable Communities
    AARP Public Policy Institute, www.aarp.org
  • Growing Older in America: The Health and Retirement Study
    National Institute on Aging, U.S. Department of Health and Human Services. www.nia.nih.gov
  • Work and Retirement Patterns for the G.I. Generation, Silent Generation, and Early Boomers: Thirty Years of Change
    Urban Institute, www.urban.org
  • Older Americans, Continuing Care Retirement Communities Can Provide Benefits, but Not Without Some Risk
    Report to the Chairman, Special Committee on Aging, U.S. Senate, GAO-10-611June 2010, www.gao.gov
  • The NRMLA Guide to Aging in Place
    Publications, www.nrmla.org
  • Older Adults and Social Media
    Pew Internet & American Life Project www.pewinternet.org
  • Older Americans 2010 Key Indicators of Well-Being
    Federal Interagency Forum on Aging-Related Statistics, www.agingstats.gov

MetLife Mature Marketing Institute Research Studies

www.metlife.com/mmi/research

  • 2009 MetLife Market Survey of Nursing Home, Assisted Living, Adult Day Services, and Home Care Costs
  • Aging in Place 2.0: Rethinking Solutions to the Home Care Challenge
  • Boomers: The Next 20 Years, Ecologies of Risk
  • Changing Attitudes, Changing Motives: The MetLife Study of How Aging Homeowners Use Reverse Mortgages
  • Encore Career Survey
  • Engaging the 21st Century Multi-Generational Workforce
  • Housing Trends Update for the 55+ Market (2011)
  • Livable Community Indicators for Sustainable Aging in Place
  • Meaning Really Matters: The MetLife Study on How Purpose is Recession-Proof and Age-Proof

Books

    • From Age-ing to Sage-ing
      Rabbi Zalman Schachter-Shalomi
    • The Art of Aging: Celebrating the Authentic Aging Self
      Alice & Richard Matzkin
    • The Fountain of Age
      Betty Friedan
    • Healthy Aging: A Lifelong Guide to Your Physical and Spiritual Well-Being
      Andrew Weil
    • How to Care for Aging Parents
      Virginia Morris and Robert M. Butler
    • Loving Senior Transitions: The Top Five Questions Baby Boomers Need to Ask to Help Aging Loved Ones
      Ruth Fennell
    • The Longevity Revolution
      Dr. Robert Butler
    • Look Me in the Eye
      Cynthia Rich and Barbara MacDonald
    • September Songs: The Good News About Marriage in Later Years
      Maggie Scarf
  • Moving In the Right Direction: the Senior’s Guide to Moving and Downsizing
    Bruce Nemovitz
  • Moving On: A Guide to Housing-Related Resources Tailored to Seniors and Their Families
    SRES® Council
  • Seven Strategies for Positive Aging
    Robert D. Hill
  • Still Here: Embracing Aging, Changing, and Dying
    Ram Dass

 

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