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Housing Plan

Case Study #4: Spinning in Place

This is a cautionary tale about a dear neighrbor, Henry. One of those unthinkable “what if’s”. It’s also a beautiful tale of survival.

Investing in Real Estate as a Senior: Pros and Cons

Understanding the Benefits and Drawbacks for Senior Real Estate Investors.

The Importance of Estate Planning: Securing Your Property for Future Generations

Ensuring Your Pasadena, CA Real Estate is Preserved for Your Heirs.

How to Sell Your Home in Later Life: Tips for Seniors

Expert advice on navigating the home-selling process for seniors, focusing on the Pasadena, CA real estate market.

Real Estate Spotlight: Generation Jones and the Silver Tsunami

Navigating Your Homeownership Journey Amidst Pasadena, CA Real Estate Trends.

Housing Plan

Case Study #3: One Excuse at a Time (Embrace the Journey)

This is a story about one of the sweetest couples we’ve had the pleasure of working with in our careers as Realtors®.

CA Proposition 19, Moving Your Tax Base if You Are Over 55 Years of Age

California Proposition 19, the Property Tax Transfers, Exemptions, and Revenue for Wildfire Agencies and Counties Amendment.

Housing Plan

Case Study #2: Engaged at 80

Here’s an example of a client, Carol, who did everything right with her Housing Plan.

Housing Plan

Our “Why”: Why We Do What We Do

We decided to put our business backgrounds to work to help, but instead of writing business plans we help people write Housing Plans to fit their future needs.

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