In the realm of real estate transactions, the decision to engage a friend who also happens to be an agent may seem like a tenuous situation and may cause some hesitation.

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While the process of downsizing may initially focus on finding a smaller property, it's essential for homeowners to also think ahead and plan for the future by including considerations such as aging in place, healthcare needs, and financial security, and offer guidance on creating a comprehensive plan for the years ahead.

Assessing Long-Term Needs

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