What does home look like in your next chapter?
In under 15 minutes, find out what your next chapter could look like: your real numbers, your top priorities, and the Florida tax rules that could affect your next move.
Retirement Housing Options Worksheet
Free worksheet. Five parts. Under 15 minutes.
Inside the worksheet
What's inside
Where you stand today
What no longer fits, who's part of the decision, and a 1-to-5-year horizon line you mark yourself.
Equity snapshot
Value, mortgage, equity, next-home cost, and the gap. Rough numbers are enough to start.
Three Florida rules
Homestead exemption, Save Our Homes, and portability, with one next step for each.
Priority dial
Seven factors, scored 1 to 5, drawn as a shape. The shape shows what matters most to you.
Your timeline lane
3+ years, 1 to 3 years, or within the year, and the only actions due in each.
Your local guide
A conversation when you're ready
Tamily Abdo, REALTOR®, helps Tampa Bay homeowners explore their next chapter with the Kendall Bonner Team at eXp Realty.
Get the worksheet
Get the worksheet
Before you visit
Questions to ask any 55+ community
Who can live here
Ask for the written age and occupancy policy. How does the community handle a younger spouse, an adult child, a caregiver, or long guest stays?
What it really costs
HOA and any CDD fees, what they cover, how often they have gone up, and whether any special assessments are planned.
The rules you'll live with
Rentals, pets, parking, exterior changes. It is all in the governing documents. Read them before you sign.
Resale down the road
Ask how long recent resales took and what they sold for.
New construction or resale
Builder communities may offer incentives. A resale home may be ready sooner. Compare both before you choose.
Day-to-day life
Visit at different times of day. Look at the clubhouse, activities, and the drive to the people and places you already rely on.
Community policies, fees, and rules vary. Confirm age, occupancy, HOA, and fee details directly with the community and in its governing documents.
Tamily Abdo, REALTOR® | Kendall Bonner Team at eXp Realty | FL License SL3261339
Best of Tampa Bay Now is a Tampa Bay real estate channel operated by Tamily Abdo, REALTOR®, Kendall Bonner Team at eXp Realty.
Equal Housing Opportunity. All real estate services are offered without regard to race, color, religion, sex, disability, familial status, national origin, or any other protected class.
Educational resource only. Not legal, tax, financial, insurance, or lending advice. Please consult the appropriate licensed professional for guidance specific to your situation.