Senior Move Manager – Not your ordinary movers

senior move managerMoving isn’t exactly fun. Whether you do it yourself or hire movers, it almost always takes more time and work than you bargained for. This comes as no surprise to most adults who have moved on more than one occasion – for a new job, company transfer or change of scenery. There’s another kind of move, though, known as the senior move, which may not be as familiar. It’s much more involved than moving from Point A to Point B.

Imagine being older with adult children who live far away or no children at all. Suddenly, because of a change in health for you or a spouse, it becomes necessary to downsize considerably after decades in one place. Such a move can mean going from a 2,500-square-foot home with a lifetime of belongings to a 400-square-foot apartment with room only for necessities and the most meaningful items. An extraordinary transition like this can be hard to manage for anyone.

Enter the “senior move manager”

The role of a move manager

According to the National Association of Senior Move Managers (NASMM), there are professionals who assist retirees and their families with the emotional and physical aspects of relocation or “aging in place” in order to remain at home as long as possible. While senior move managers come from diverse backgrounds (nursing, healthcare, social work and marketing, to name a few), they share a genuine commitment to older adults, deep compassion and expertise, as well as the desire to perform meaningful work. Depending on your needs, they can assist with a variety of tasks as you or a loved one makes the transition to a new home.

Where are they? What’s the cost?

With more than 850 senior move management companies throughout the U.S., Canada and abroad, there’s likely someone near you with the experience, compassion and expertise to help with a senior move. A great place to start is nasmm.org, where you can easily search for accredited providers.

Because of variables like geographic region and services requested, fees can vary substantially. Also, some managers charge hourly, while others charge a flat rate. Always ask for a thorough outline and written estimate in advance. And be sure to talk with your financial and tax advisors when planning for the expenses and possible tax deductions.

There’s no place like your new, smaller home

Even the most unexpected and drastic downsize can be made easier and less stressful with someone by your side to answer questions and help with logistics. With the proper plan and a caring professional on your team, having fewer square feet might actually make life simpler and cozier than ever before.

Sources: nasmm.org; aarp.org; nytimes.com; huffingtonpost.com

Material prepared by Raymond James for use by its financial advisors.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Our Mission

We believe a client relationship is an on-going conversation

We believe in concise performance reports and clearly stated fees

We believe accountability and responsiveness are the core of great service

Olde Raleigh Financial Group

3110 Edwards Mill Road, Suite 340,
Raleigh, NC 27612
Phone: 919.861.8212

Check the background of this firm on FINRA's BrokerCheck

Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Website: http://advservnet.com Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities. 

Registered representatives of Calton & Associates, Inc. may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every states. 

Fidelity Investments is an independent company, unaffiliated with Old Raleigh Financial Group. Fidelity Investments is a service provider to Advisory Services Network. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Old Raleigh Financial Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 866672.1.0