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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.

Your Retirement

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