Housing Priorities after retirement

Housing Priorities – Help for Identifying the Best Housing Options for You and Your Family

The Hartford Center for Mature Market Excellence

There is a lot to think about when it comes to where and how you live, and this list will give you a starting point. This worksheet can help you clarify your priorities for where you want to live and the type of home you want to live in. As you think through each item, it’s helpful to be realistic about your future desires and consider your current resources. Mark the circle that indicates your level of preference for these items. You may like a variety of the options, but to give you the clearest picture of your priorities, mark “most prefer” for those items that are your highest priorities. It may be helpful to print this worksheet and use a pencil to mark your answers, especially since it can be helpful to have various household members working on their own answers.

Click on the images below to download and print the worksheet.

After completing this worksheet, compare your selections with those of your loved ones (if applicable).  The selections made can help guide your family discussions and help you to figure out which housing options may work best for you.

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