Resources for 55+ Homeowners & Family Members

Welcome to our curated collection of resources designed to help 55+ homeowners and their families navigate real estate decisions. Whether you’re considering downsizing, exploring senior living options, or actively planning your next move, these guides and tools are here to help. Subscribe to our newsletter to be updated when new resources are added to this page. 

A woman in her 80s sits at the coffee table with her adult daughter looking at real estate resources

Your Rightsizing Journey

This guide is about one simple question: “Is your home still working for you?” Just a friendly exploration of how your home fits your life today – and what might make it even better.

Rightsizing Guide Preview

Practical Downsizing

If downsizing is the best option for you, this guide is designed to walk you through the process step-by-step, offering practical tips, emotional support, and actionable strategies to make your downsizing experience smoother and more manageable.

Downsizing Guide Preview

Aging-in-Place

A resource designed to help you make thoughtful decisions about adapting your home to support your lifestyle as you age. We’ll  explore how to make your home work better for you, both now and in the years ahead.

Silver Compass Aging-in-Place Guide Preview

Navigating Financial Decisions

Whether you’re considering staying in your current home, downsizing, or exploring other housing options, this guide is designed to help you make informed decisions that support both your lifestyle and your financial well-being.

Financial Decisions Guide Preview

Estate Planning & Your Home

This guide is designed to walk you through the process of understanding how your home fits into your overall estate plan. Our goal is to empower you with knowledge and options, so you can make decisions that feel right for you and your unique situation.

Silver Compass Estate Planning Guide Preview

Decision and Timeline Planning

If you’re contemplating a housing change, this guide is designed to help you start to think about what matters most to you now and in the future and consider options that fit your vision and needs. Includes a 12-month timeline planner.