When is the Right Time to Make a Move?

This is the second in a series of posts on assisting seniors and their families during transition. Read the first post here.

Over the years, as I have worked with mature clients considering a transition, I have learned that it is never too early to begin the psychological process.  While the actual move may be months or sometimes years away, the emotional preparation begins much earlier.


Individuals and their support family should explore all of the next phase options prior to the actual implementation.  Relevant questions include:

  • Where is the next home going to be?
  • How much will it cost? What is actually affordable?
  • What is the current home worth?
  • What is involved in putting it on the market?
  • Do repairs or maintenance need to be done?

And, most important:

  • When is the appropriate time to make the move?

In many cases, these questions need to be explored before any action can be taken.  A well thought out plan and goals will ease the transition process. With careful planning and consultation with family, friends, lawyers, financial advisors and REALTORS®, positive steps can be taken.

In a crisis, or when sellers are not motivated, it’s very easy for wrong decisions to be made about house pricing, timing, necessary preparation and the logistics of selling.

Assisting seniors and their families in their decision making may not be a smooth or easy assignment.  Often the REALTORS® role becomes one of counselor, educator and facilitator. As a REALTOR® embracing the transition process, I can truly say that for me the time spent was well worth it and truly gratifying. I have made many friends and learned a little more about life from these experiences.

Dr. Ann Meyerson is an agent at William Raveis in Westport, Conn. and specializes in helping seniors and their families during real estate transitions. She has been featured as an industry expert on Channel 12 News and has hosted the Real Estate Forum on Channel 88. Ann shares her professional time between Connecticut and Florida where she is actively involved in Senior Transitions and is affiliated with Leading Real Estate Companies of the World®. You can learn more from Dr. Ann Meyerson on FacebookTwitter,LinkedInYouTubeFourSquare and her blog.

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