Retirement Rightsizing: Age in Place, Rightsize, or Relocate?

Because Downsizing Just Doesn’t Sound Quite Right!

Hosted by Silicon Valley Real Estate Specialist, Dawn Thomas
and Senior Mortgage Advisor, Rob McCarthy

You’re retired or are retiring soon, the kids have launched (hopefully) and you are wondering if your finances will allow you to “age in place” or will it be necessary for you to “rightsize” your home and lifestyle. Or, maybe you want to experience living away from the Silicon Valley.

Join us to learn about multiple options for downsizing that will include in-depth information and answers to the following questions:

  • Can I afford my home in the future?
  • Can I cover my monthly expenses?
  • How can I pay for repairs or modifications (roof, landscaping, kitchen, bathroom remodel, etc.)
  • Do I have the means to retrofit my home to age in place (ramps, access, safety)?
  • Do I have options, and what are they?
  • Should I age in place (stay), rightsize, or relocate to a new area?
  • What are the pros and cons of each option?
  • What states offer better tax rates?
  • What does California offer in terms tax savings for relocating within the state?
  • How do I get help?

With plenty of time for Q&A, you will leave very well informed and best prepared to make your next move.  Plus, you’ll receive information on other real estate marketplaces across the country from vetted connections.

The workshop originally scheduled for October 26 has been postponed until 2020. In the meantime, let us know if you’d like to host a workshop. Get a group of 10 or more together, and we’d be happy to come to you!

Dawn Thomas

Broker Associate with Compass

16268 Los Gatos Blvd, Los Gatos, CA 95032
650-701-7822 direct  |

DRE# 01460529

The Dawn Thomas Team of Compass happily represents nice people in buying and selling real estate in the Silicon Valley and Santa Cruz County. A Realtor® with over twenty years of experience in sales and negotiations, Dawn Thomas, Broker Associate, is a true real estate expert. As a Certified Luxury Home Marketing Specialist and a member of Who’s Who in Luxury Real Estate, she’s helped hundreds of families find and sell the best Silicon Valley properties from estates in Palo Alto to the quaint streets of Willow Glen and Los Gatos to beach homes in Santa Cruz County. Through our expansive network, we help our clients of all ages move to and from all corners of the globe! Compass takes a tech-driven, personalized approach, combining a collaborative agent community, in-house creative agency, and the industry’s most tenured leadership team. Our mission is to help everyone find their place in this world.

Rob McCarthy

Senior Mortgage Advisor at 101 Loan

6020 Hellyer Ave #150, San Jose, CA 95138
408-377-4123 office 650-465-8957 cell  |

CA BRE #01165697 NMLS #121019

With over 30 years of lending experience, Rob McCarthy and his staff at 101 Loan, have been serving the needs of over 3000 clients. With his knowledge of financial planning, tax planning and estate planning coupled with his lending experience in Residential, Commercial, Construction and Reverse Mortgage Financing he has helped in clients build wealth, create passive income and improve over all cash flow. With access to over 40 lenders, he has the ability to shop for the lowest rates, lowest fees and customize financing based on the client long term goals and short needs. The results of his actions and services speak for themselves with over 200 “5 Star” reviews in Yelp, Linkedin and Facebook. When you need financing, come to 101 Loan – Financing that Builds Wealth!

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