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Financial Council In The Press - Meg Stoltzfus and Kiplinger

Financial Council In The Press - Meg Stoltzfus and Kiplinger

May 07, 2025

In a comprehensive interview for Kiplinger, Meg Stoltzfus recently discussed her views around "housing navigation" with David Conti. Because these types of services are integrated into our complimentary Live Well Retirement Navigation℠ Program, Meg was able to lean on her experiences to bring a wealth of knowledge and understanding to this article.

Here are a few highlights:

“As with any kind of move, there’s often a fear of change and the difficulty of imagining what one gains when considering a move,” explainsMeg Stoltzfus, a retirement coach and housing navigator atFinancial Councilin Towson, Maryland.

To ease the transition, she advises clients to conduct a series of experiments by staying overnight (there might be a fee) in a few of these communities and ask yourself: Would I feel at home here?

Key questions include:

  • Do you have personal connections in the community?
  • Are the residents content?
  • How responsive and engaging is the staff?
  • Is the location convenient for visits from friends and family?

These thoughtful queries help balance both emotional and practical considerations.

Click the image below for the full article.

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