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Boomers: What to Consider Before Selling or Staying in Your Home

As a baby boomer, you hold a strong position in today’s real estate market. While younger generations face obstacles in purchasing homes, boomers—those aged 60 to 78—control nearly 38% of U.S. residential real estate. Many have completely paid off their mortgages and now enjoy historically high equity levels.

This raises an important question: should you hold onto your home or consider selling? Let’s break down the key factors to help guide your decision.

Boomers purchased homes during a time when property prices were much lower, even though mortgage rates were higher. In the 1980s, the average home price was around $73,400, or roughly $298,000 when adjusted for inflation. Today, the national median home price has climbed to $424,950, underscoring the significant equity many boomers have accrued.

Currently, homeowners have an average equity of 72.7%—the highest recorded since 1958. For those contemplating selling, this creates a unique financial opportunity.

While cashing in on your home’s value may sound enticing, it’s important to evaluate the potential challenges and benefits first.

  1. Where Will You Move?
    Downsizing has historically been a popular choice for retirees, but in today’s market, it doesn’t always mean saving money. Smaller properties are often more expensive per square foot, and moving to a new home or rental might not lead to the financial relief you expect.
  2. Planning for the Future
    With people living longer than ever—life expectancy now averages 77 years—your financial decisions need to support several decades of retirement. Selling your home could free up cash, but it’s critical to ensure that money lasts and aligns with your long-term needs.

Ease and Safety
As maintaining a large property becomes harder with age, safety and convenience become bigger priorities. If you’re experiencing challenges with upkeep, downsizing or modifying your current home for accessibility could improve your quality of life.

For boomers who are ready to move on, the current market conditions may offer significant advantages:

  • Substantial Returns: With home values higher than ever, selling now could provide a financial windfall to fund retirement, travel, or other life goals.
  • Reduced Responsibilities: Moving to a smaller home or a more affordable area could lower your expenses and simplify your lifestyle.

For others, staying in their current home offers benefits that can’t be ignored:

  • A Sense of Stability: Remaining in a familiar space provides comfort, especially if you’ve built a lifetime of memories there.
  • Using Home Equity: Instead of selling, you could tap into your home’s value through a home equity loan or line of credit to fund projects or other needs.

If you’re unsure whether to move or stay, consider a flexible approach:

  • Test the Waters: Try renting in a different area for a few months to see if downsizing or relocating suits you.
  • Rent Out Part of Your Home: Generate additional income while maintaining ownership of your property.

These options allow you to explore what life might look like elsewhere while keeping your options open.

Ultimately, whether to sell your home or stay put depends on your personal circumstances and goals. Think about how your home fits into your current lifestyle, financial plans, and future aspirations.

If you decide to sell, the proceeds could help you downsize, relocate, or fund new adventures. If you choose to stay, modifications or equity-based financial tools can help you make the most of your existing home.

Whatever you decide, the choice should reflect your priorities and set the stage for a fulfilling next chapter.

At The Schneider Group, we understand that deciding to sell your home is a deeply personal decision that comes with its own unique challenges. Whether you’re downsizing, relocating, or simply exploring your options, our experienced team is here to provide support every step of the way. We specialize in helping homeowners navigate the selling process with ease, offering tailored solutions that meet your needs. From quick cash offers for those looking for a fast and hassle-free sale to expert guidance on maximizing your property’s value, we’re committed to making the transition as smooth as possible. When you’re ready to take the next step, let The Schneider Group be your trusted partner in turning your goals into reality. Reach out today to learn how we can help simplify the process and provide peace of mind throughout your home-selling journey.

Contact The Schneider Group at 847.347.6288

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