Retiring in San Diego

Preparing for retirement brings a lot of questions: Where? When? How? What if this? What if that? And if you’re reading this… it’s likely retirement is only a few years away or less.

Maybe you’re already looking for the perfect home for retirement, while gently letting go of your existing home? Or maybe your budget, resources, or market prices aren’t quite where you expected them to be?

For some people, retirement is not even a physical relocation at all. Instead, just a few home modifications and adopting a new lifestyle and mindset will do!

And for many who retire in San Diego, this means finding peace and relaxation… or exploring new adventures and opportunities. And for others, perhaps the pace remains the same. Either way… it’s important to see your goals clearly… evaluate your options… and prepare for the years ahead.

Regardless of your path, it’s crucial to find the right help for each step of your journey!

Like a roadmap or GPS device, our Retire in San Diego Relocation and Aging in Place Guidebook simplifies your search for the ideal retirement home and lifestyle in San Diego AND helps you feel comfortable in your “relocation.” Not just finding a new home… but also for aging-in-place, or preparing your house to fit your needs in the upcoming years.

Yes, there’s work involved, which takes time and shouldn’t be rushed. After all, retiring in San Diego is a reward well worth the effort! Think of carving a masterpiece out of stone… as you chip away… the beauty gradually reveals itself.

Aim for steady progress. You have a lot of time-sensitive decisions to make, so don’t delay.

Start early, do the research, ask the right questions and ponder the advice.

Remember, you’re not alone… so don’t feel overwhelmed!

There’s a well-developed framework of services, information and qualified professionals to help with all the heavy lifting. You’ll find everything you need to narrow down or expand your options… relieve stress… and make the best decisions.

Our Retire in San Diego guide covers the where, when, why, what, who and how… so use it as a preparation tool.

Each chapter gives short, concise info to get you started and build your confidence as you ease into the process. You’ll find professional recommendations and contact information… commonly asked questions… mistakes to avoid… and much more.

Our goal is to help you find clarity and sidestep problems, confusion and delays… no matter what stage you’re at!

CONTACT US

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You may also send us a message to receive a FREE copy of our entire ebook on Retiring in San Diego by  sending us a message here

What information can you expect to receive from our Retiring in San Diego Information Series?

Below is the content of the newsletter series by email over a period of time (if you are at least 1-3 years away from retirement) or receive the entire EBOOK contents.

We hope that you will find the information you receive useful in your decision making guide to retiring in San Diego. Thank you for visiting DreamWellHomes.com.

Retiring in San Diego Table of Contents

Section 1 – “The Why” for Moving in Retirement

Chapter 1 – Understanding “How, Where, When & Why” for Your Move……………………………..4

Chapter 2 – Emotions of Selling the Family Home……………………………………………………………..6

Chapter 3 – Why Making a Move in Advance is Smarter Than Being Forced to……………………..8

Chapter 4 – Enjoy an Active and Healthy Lifestyle, While You Can……………………………………..10

Chapter 5 – Why Choose San Diego?………………………………………………………………………………..12

Chapter 6 – Misunderstanding San Diego…………………………………………………………………………14

Chapter 7 – Common Retirement Mistakes to Avoid………………………………………………………….16

Section 2 – “The Where” – Physical & Tangible Considerations

Chapter 1 – Types of Communities & Housing Styles…………………………………………………………18

Chapter 2 – Learning About San Diego Communities………………………………………………………..20

Chapter 3 – 55+ Retirement Communities – Types of Homes, Amenities and Ownership……..22

Chapter 4 – Retirement Villages……………………………………………………………………………………..24

Chapter 5 – How to Narrow Down Your Choices………………………………………………………………26

Chapter 6 – Start Your Search… Using the Right Tools……………………………………………………..28

Chapter 7 – Viewing homes – Best Practices……………………………………………………………………..30

Chapter 8 – Viewing Homes in Person……………………………………………………………………………..32

Section 3 – “The What” Getting Professional Help

Chapter 1 – Understanding the Buying process……………………………………………………………………34

Chapter 2 – Real Estate Professional Guidance – What to Expect………………………………………….36

Chapter 3 – Understanding Real Estate Services… from an Agent’s Perspective…………………….38

Chapter 4 – Choosing the Best Real Estate Agents………………………………………………………………40

Chapter 5 – Specialized Real Estate Guidance for Seniors……………………………………………………42

Chapter 6 – Senior care – Independent and Assisted Care Facilities in San Diego…………………..44

Chapter 7 – Getting Help at Home – Daily Activities……………………………………………………………46

Chapter 8 – Senior Move Specialists …………………………………………………………………………………48

Section 4 – How Much? Financial Aspects & Considerations

Chapter 1 – How to Finance a Purchase When Buying and Selling at the Same Time……………..50

Chapter 2 – How to Get Financing to Purchase a New Home………………………………………………..52

Chapter 3 – Moving for Financial Reasons…………………………………………………………………………..54

Chapter 4 – How to be Creative and Stretch Retirement Dollars……………………………………………56

Chapter 5 – How to Finance a Remodel of Your Current Home that Needs to Sell………………….58

Chapter 6 – Understanding California Property taxes………………………………………………………….60

Chapter 7 – Transferring Low Tax Basis……………………………………………………………………………..62

Chapter 8 – Insurance Coverage Beyond the Norm……………………………………………………………..64

Chapter 9 – Renting vs. Buying in San Diego………………………………………………………………………66

Chapter 10 – Understanding Real Estate Commissions………………………………………………………..68

Chapter 11 – How to Make an Offer on a Home…………………………………………………………………..70

Chapter 12 – The Escrow Process……………………………………………………………………………………….72

Chapter 13 – The Closing Process……………………………………………………………………………………….74

Section 5 – “The When”

Chapter 1 – Timing & Preparing to Sell Your House………………………………………………….76

Chapter 2 – How to Prepare Your Home to Sell……………………………………………………….78

Chapter 3 – Children at Home, Wait Until They Leave?……………………………………………80

Chapter 4 – Wait Until Retirement or Downsize While Still in the Workforce…………….82

Section 6 – How to Avoid Moving in Retirement

Chapter 1 – Customizing Homes for Aging in Place……………………………………………………..86

Chapter 2 – Sources of Funding for Renovations…………………………………………………………88

Chapter 3 – Home Add-ons……………………………………………………………………………………….90

Chapter 4 – In-home Care Options…………………………………………………………………………….92

Chapter 5 – Transportation Options for Aging Seniors…………………………………………………94

About Us…………………………………………………………………………………………………………………96

We hope that you will our latest Ebook helpful in your decision-making guide to retire in San Diego.