There are many reasons people choose to leave a home that they have enjoyed for years, sometimes decades. New opportunities arise, needs change. Julie will help you clarify your real estate priorities and connect you to trusted professionals in the Bay Area and worldwide who have the information you need for making important decisions.
Life is constantly changing and there are many reasons people choose to leave a home that they have enjoyed for years, sometimes decades. New opportunities arise, needs change. You may want to live closer to grandchildren, perhaps physical limitations require a different floor plan or home size. Maybe you simply want the freedom from maintaining a home that is now larger than you need.
Whatever your reasons, Julie and her team will work with you to clarify your real estate priorities while connecting you to resources that can help you along the journey to your next home. They will connect you to trusted professionals in the Bay Area and worldwide to provide you with perspectives and options that suit your needs and help you make important decisions.
These are among some of the most frequent questions to consider prior to determine your next best move. Our service-oriented approach is to help you evaluate both the lifestyle fit and financial aspects associated with your purchase.
What type of community do I want to live in, and where?
What specific amenities are important to me? Perhaps be close to a golf course or shopping? Many seniors see this as an opportunity to enjoy a lifestyle that is different from when they were raising their family or pursuing their career. There are many dynamic and active communities all over the Bay Area and around the country with characteristics that will match your interests and needs.
How much do I want to spend?
Prior to deciding on your housing budget, we recommend that you consult with your financial advisor, attorney or banker to assess what you can afford while being able to live the life you imagined during retirement. Our team can provide additional guidance and advice you need to ensure that your decisions are sound.
Do I want a mortgage or should I pay cash?
You may have questions such as: Does it make sense for me to carry a mortgage during my retirement? If so, how do I secure a mortgage in today’s market? What are the current rates and terms? Our network of experienced lenders and brokers with proven track records are ready to not only help you answer any questions as well as assess your financial capabilities and needs.
Do I want a primary residence, investment property, 1031 exchange?
Our experience working with many seniors throughout the years and has helped us understand that every buyer has different intrinsic needs when it comes to what type of property will best serve them in the retirement years.
Whether you are purchasing with a 1031 exchange or using savings to purchase another investment property, our team can help you not only the difficult process that comes with working through multiple real estate transactions but to help you understand the tax implications that comes with the purchase.
Seniors often have unique requirements in their real estate needs, whether buying or selling their home. These special needs require a team of real estate experts that not only have the experience serving this specialized market, but the credentials to back it up. Julie Tsai Law is a certified Senior Real Estate Specialist (SRES) with extensive experience helping seniors plan their move, make the most informed decisions, and navigate the ups-and-downs of the real estate game in order to achieve their desired goals.
With over 15 years serving the Bay Area, the team at Julie Tsai Law Realty Group offers personalized services that will exceed your expectations. Whether you’re looking to buy a new property, sell an existing one, or just want to discuss the market – you’ll find that the team at Julie Tsai Law is here to help.
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