Retirement
Resource Center

Housing In Retirement

Owning Your Home In Retirement

If you own your home, it’s probably your most valuable asset. SageVest’s advice extends well beyond your investments, including important housing decisions.

Housing Decisions In Retirement

Decisions about how to approach housing often change in retirement and as individuals age. Common decisions include where to live, downsizing and whether to rent or own.

Retirement Communities

Deciding to enter a retirement community can be rewarding, yet complicated, with an array of decision and choices. We frequently counsel clients on what’s best relative to their financial and life objectives.

Additional Retirement Housing Resources

We offer a number of additional helpful resources.

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Financial Planning
for Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Your Retirement
Benefits

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Healthcare
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Housing 
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Family & Lifestyle
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Legacy 
Planning

Financial Planning
for Retirement

Your Retirement Benefits

Healthcare in Retirement

Housing in Retirement

Family & Lifestyle
in Retirement

Legacy Planning

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Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Financial Planning
for Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Your Retirement Benefits

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Healthcare in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Housing in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Family & Lifestyle in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Legacy
Planning

Start your retirement planning today!