The start of a new year often inspires change and fresh beginnings. Moving to a retirement community is an exciting decision that calls for thoughtful planning and preparation. Here are seven practical tips to guide the process.
1. Define Priorities and Needs
Start by identifying lifestyle preferences and envisioning the ideal community. Consider the location—whether staying close to family, remaining in the current area, or exploring a new setting with favorable weather or appealing amenities. Financial planning is crucial; evaluate costs and potential savings from eliminating expenses like home maintenance, property taxes, and utilities. Also, assess the need for services such as health care, dining options or transportation support.
2. Research Communities
Explore options in the preferred area. While online directories can be helpful, be mindful that some listings may be influenced by paid placements. Review community websites, read online reviews, and ask friends and neighbors for recommendations to create a list of potential communities.
3. Visit and Tour Communities
Visiting communities is an essential step in the decision-making process. Use a checklist to objectively compare options based on personal priorities. Inquire about activities, events, dining options, parking and storage, pet policies, nearby shopping or attractions, maintenance services, local medical facilities, and the community’s security and safety measures. Resources like the 55+ Smart Living Shoppers Toolkit can help identify important questions to ask during tours. Observe the community culture, staff friendliness, and feedback from current residents to gain valuable insights.
4. Review Contracts and Costs
Carefully review all financial obligations, including entrance fees, monthly costs, and additional service charges. Pay attention to contract terms, such as refund policies, health service agreements, and potential lease adjustments. Consulting an attorney or financial advisor is recommended to ensure a clear understanding of the terms and to make a confident, informed decision.
When evaluating retirement communities, it’s important to understand the differences between lease-based and licensed care models. Lease-based communities typically focus on housing with limited services, allowing residents to manage their own care and daily needs. For example, The Avenues Crofton Park does not offer dining services but provides all-inclusive pricing and controls rent costs by offering larger residences with modern kitchens, allowing residents to cook for themselves—a preference for many seniors. In contrast, licensed senior living communities often offer specialized care, prepared meals and assistance with activities of daily living. Understanding these differences can help determine which model is the better fit.
5. Downsize and Prepare for the Move
Decluttering and organizing belongings can help simplify the transition to senior living. A professional senior move manager can offer valuable assistance with this process. Work closely with the new retirement community staff to coordinate logistics and ensure a smooth move, both in preparation and on moving day.
6. Settle Into the New Home
Personalizing the new living space with familiar items, photos, and sentimental decorations can help create a sense of home. Take time to familiarize yourself with the community’s layout, including its indoor and outdoor facilities and amenities. Ensure administrative tasks are completed, such as updating your address with financial institutions, doctors, and subscription services. Many communities also help with setting up utilities like cable and internet.
7. Build Connections
Participating in community activities, classes, or outings helps build connections with neighbors and staff, while regular communication with lifelong friends and family ensures a well-rounded social life.
Settling into a retirement community is a journey. Embrace the opportunity to establish new routines, form relationships, and enjoy the community’s amenities.
The Avenues Crofton Park, an award-winning 55+ community in Broomfield, Colorado, is celebrating its 10th anniversary. For more information or guidance on planning a move to senior living, call 720-328-9548 or visit livetheavenues.com.