Checklist for Evaluating Retirement Communities

Are you considering living options for retirement?  Many folks turn to Active Adult Communities. This retirement community checklist will help you ensure you evaluate all the important options!

Location: Depending upon what’s important to you, be sure to ask yourself:
 Is the community in an area near family/friends?
 Is the community convenient to shopping, dining, and entertainment?
 Does the community have age restrictions (such as 55+) or are there areas within the community that are reserved for non-age restricted buyers?
 Are medical facilities nearby?

Financial:
 Do you need to sell your current home to buy?
 What are the monthly fees or dues?
 Are there Buy-in Fees?
 Can you build equity?
 What is your budget for housing costs, in your retirement years?
 What kind of maintenance costs are included?

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Amenities:
 Is there a fitness center on-site?
 What kind of recreational activities are on-site? Swimming pool, walking trails, tennis courts, golf?
 Is there an activities schedule/coordinator?
 Is there a community area or hall for larger gatherings?
 Is there parking available for personal vehicles and guests?
 What are the dining options like?
 Are all of the amenities completed, part of the community plan, or still under construction? How will they be funded as the community grows?

Choosing a retirement community is an important life decision. If you need help selling your home before you retire, contact The Donnelly Group today! Every team member of The Donnelly Group is devoted to improving the lives of our clients, one home at a time.

Please download this list in PDF form for easy organization!!

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The data relating to real estate for sale on this web site comes from MRIS. Listing information comes from various brokers who participate in the MRIS IDX. Properties listed with brokerage firms other than The Donnelly Group of Keller Williams Integrity are marked with the MRIS Logo and detailed information about them includes the name of the listing brokers. The properties displayed may not be all the properties available. All information provided is deemed reliable but is not guaranteed and should be independently verified.