OUT 24 009 – VIP Panel – Eblast

Curious about The Outlook at Windhaven, West Plano‘s exciting new senior living community opening later this year? Meet some folks who were too and decided to reserve a residence! Known as The Outlook VIPs, join them for this exclusive event where they’ll share with you what attracted them to The Outlook as well as answer your questions. Don’t miss your chance to rub elbows with some very important people—your future neighbors.

CAN’T JOIN US? Schedule an appointment to learn more about The Outlook at Windhaven at your convenience.

RSVP by calling (972) 349-0670,
or fill out the form below.

OUT 24 009 – VIP Panel – DM

Curious about The Outlook at Windhaven, West Plano‘s exciting new senior living community opening later this year? Meet some folks who were too and decided to reserve a residence! Known as The Outlook VIPs, join them for this exclusive event where they’ll share with you what attracted them to The Outlook as well as answer your questions. Don’t miss your chance to rub elbows with some very important people—your future neighbors.

CAN’T JOIN US? Schedule an appointment to learn more about The Outlook at Windhaven at your convenience.

RSVP by calling (972) 200-3140,
or fill out the form below.

OUT 24 005 Moving Forward Article

Moving Forward With Financial Confidence.

By Elias P. Papasavvas, CEO
Second Act Financial Services
Retirement Banking, Understood.
secondact.com/theoutlook

It was such a pleasure meeting all of you at November’s Moving Expo! All of us felt the energy and excitement in the air! As you prepare for your move to The Outlook at Windhaven, you and your financial advisors may be evaluating how to best fund your Entry Fee and monthly service fees. As a senior-focused division of a Federal Savings Bank in business since 1889, and having personally helped retirees for over 25 years with this decision, I share a checklist of things to consider that can be helpful in your financial decision-making process!

At the end, we also share a link to a downloadable Guide on how to Fund Your Entry Fee. Many Life Plan Community residents and their financial advisors tell us it is quite helpful in their financial deliberations.

It sounds simple, yet sometimes this first step is the most important. By writing down all of your retirement accounts along with their balances on a single sheet of paper, you have a clear starting point you can frequently refer back to! Pilots are famous for their checklists before takeoff, so you’ll be in good company!

As one future resident shared with me at the Moving Expo, “My home is my ‘Entry’ to The Outlook at Windhaven!” And often, that is indeed the case! But if you need to fund your Entry Fee before you have sold your home, you may be considering withdrawals from any one of the many retirement accounts you had opened in years past. As you enjoy life in The Outlook at Windhaven, you may also be wondering how much to withdraw annually from each account. If so, it is important to review the tax impact with your advisors before you make any withdrawals.

We created a handy list of all retirement accounts and questions to consider before making any withdrawals at secondact.com/lifeplan. We encourage you to visit that page, identify which accounts you may hold, and review our suggested questions you and your advisors may want to consider before making any withdrawals.

You may be planning to have your home sold before making the move, with the cash from your sale proceeds standing ready to fund your Entry Fee for a smooth move forward! Or you may want to move into your new home first, get settled in a bit, and have time to sell your home. It is often easier to prepare, stage and list your home if you are not living in it. A well-staged home inside and out frequently attracts a higher price and even multiple offers. By working with one of the many real estate professionals you met at your Moving Expo, you can enjoy a smooth transition from one home to the next! We encourage you to begin your planning early if you haven’t started already!

During the Moving Expo, another future resident shared with me, “I really want to move into the community first and sell my home afterward. I don’t want strangers coming in and out of my home while I’m still living in it.” Like her, many of you inquired as to how to fund your Entry Fee so you can move into The Outlook at Windhaven first, and have time to stage and list your home so you can command the highest possible price. In addition to retirement account withdrawals, you may have other options at your disposal without realizing it. Options such as:

  1. A Home Equity Line of Credit Especially for Senior Living such as the one offered by us at Second Act. It can act as a financial bridge, a bridge loan in essence. You can take advantage of your home equity by obtaining a line of credit on it to fund your Entry Fee and enjoy taking the time you need to sell your home for the highest possible price. Thousands of seniors across the USA take advantage of bridge financing to lock in their chosen units now, enabling them to move forward with financial confidence and peace of mind!
  2. Sale of Securities: If you own many different types of securities and have purchased them at different points in your life, their cost basis may differ. Deciding which securities to sell should be reviewed by a capable tax or financial professional.
  3. Securities Loan: Another future resident shared with me, “I have been debating if I should take out your home equity line of credit or take out a loan against my securities. What do you think I should do?” After speaking with this gentleman, it felt to me that a line of credit against his securities may actually be the best option for his specific situation. I encouraged him to speak with his financial advisor on whether or not to pursue this option.
  4. Sale of a Life Insurance Policy: Many people do not know that their life insurance is a financial asset, just like the stocks and bonds you own. If you have a life insurance policy you may no longer need, you could consider selling it, frequently referred to as a “Life Settlement.” We can help connect you to buyers of policies should you wish to explore this option.
  5. Long-Term Care Insurance Claims: If you are moving into your new home with a spouse who needs a little support, you may be wondering how to successfully file a claim. We can help.

Depending on your personal situation, any of the above options could be a solution so you can move first and have time to sell your home. Because of our unique expertise in retirement living options and banking, at Second Act Financial Services, we serve as a Financial Solutions Office for The Outlook at Windhaven. We can review the many options at your disposal with you and your advisors.

Visit secondact.com/theoutlook to make an appointment with Karen Nelson for a financial conversation! And for a helpful discussion on all your Entry Fee funding options listed below, download our Funding Guide by clicking here! See you on moving day!

OUT 24 005 Downsizing Article

Downsizing Your Furniture and Décor

www.BrendaThompsonBroker.com

Brenda Thompson

It has been my pleasure chatting with several of the future residents of The Outlook at Windhaven, whether at the events at Stonebriar Country Club, Plano Chamber of Commerce, or in your own personal home. I look forward to continuing to be a resource, by providing this monthly guide, as we progress towards your move to The Outlook at Windhaven. This month, our focus is on downsizing—specifically, navigating the process of downsizing your furniture and décor. As you prepare for this exciting transition, creating a living space that aligns with your vision is key.

Begin by taking stock of your current furniture and décor.
Consider the following:

  1. Functionality: Evaluate the functionality of each piece. Will it serve a purpose in your new space? Focus on retaining items that contribute to the lifestyle you envision at The Outlook at Windhaven.
  2. Size and Scale: Assess the size and scale of your furniture in relation to your new home. Downsizing often involves choosing pieces that complement the dimensions of your new space while maintaining comfort and style.
  3. Sentimental Value: While functionality is crucial, don’t overlook the sentimental value of certain items. Identify a few pieces that hold special memories and consider how they can be incorporated into your new home.
  4. ‘Keep,’ ‘Sell,’ ‘Donate,’ ‘Discard,’ or ‘Gift’: In previous months, we’ve discussed these categories. Now is the time to take action on ‘Keep,’ ‘Sell,’ ‘Donate,’ ‘Discard,’ or ‘Gift’ for furniture and décor that will not be a part of your new home.

Once you’ve assessed your current furniture and décor, it’s time to streamline your belongings:

  1. Create a Priority List: Identify essential furniture and décor items that you want to bring with you. This includes pieces that contribute to the overall aesthetic and comfort of your new home. Begin removing items you will not be taking with you to your new home.
  2. Consider Multipurpose Furniture: Explore furniture that serves multiple functions, such as a coffee table with storage. This maximizes functionality while minimizing the number of items you need.
  3. Repurpose and Reimagine: Get creative with repurposing existing furniture. A fresh coat of paint or new upholstery can breathe new life into items you already own.

In addition to furniture, downsizing your décor is an opportunity to curate a space that reflects your style and preferences:

  1. Select Key Pieces: Choose a few key décor items that hold personal significance or enhance the aesthetic of your new home. This could be artwork, sculptures, or other meaningful pieces.
  2. Quality Over Quantity: Focus on quality rather than quantity. Opt for décor items that bring joy and meaning to your living space, avoiding clutter and unnecessary embellishments.

Downsizing your furniture and décor is a transformative step in creating a living space that aligns with your new lifestyle. If you have questions about the downsizing process, need assistance in choosing furniture to take with you to your new home, or want insights on the real estate market, I’m here to guide you. While real estate is my niche, I can be quite helpful to you in this phase of the process as well. Reach out today to schedule a personalized consultation. Let’s discuss your vision for your new home, address any questions, and create a customized plan for downsizing your furniture and décor. Together, we’ll ensure that your living space at The Outlook at Windhaven is a perfect reflection of your style and aspirations.

Reach out to me directly for a personalized evaluation of your current home value. Here’s to a month filled with thoughtful decisions and the excitement of designing your new home!

OUT 23 056 – Winter Weather

When you’re a resident at The Outlook at Windhaven senior living community, you won’t have to de-ice the walkways or be concerned about power outages—ever again. That’s because when inclement weather arrives, you can simply take in the beauty of the season, all nice and cozy, while we take care of the rest.

To learn more about The Outlook at Windhaven, opening later this year, contact us by filling out the form below or call (214) 453-1130. And find out about all we’ll have to offer—without all the worry.

OUT 23 064 – Construction Update – Text

Construction update

The Outlook at Windhaven is taking shape quickly

With our planned opening in 2024 literally just around the corner, construction on The Outlook at Windhaven is moving quickly! You can really see the community coming together in the video above. We’re almost 90% reserved, so if you’re interested in being part of this brand new community, don’t miss out. Visit us at our information center and check out the great apartment homes that are still available.

For more information and to schedule your appointment, please call (972) 275-6988, or fill out the form.

VIP Spouse

VIP SPOUSE

Refer A Friend

Refer a Friend and Get Rewarded Now and at Move-in

With only 15% of residences still available, it’s time to recommend The Outlook at Windhaven to a friend or family member. Because what could be better than getting to choose your neighbors? For a limited time, your potential new neighbor can take advantage of construction pricing and benefits while some amazing apartment homes are still available.


IF YOUR FRIEND RESERVES A RESIDENCE, YOU WILL RECEIVE A $500 GIFT CARD RIGHT NOW.*

AFTER YOU AND YOUR FRIEND MOVE IN, YOU WILL RECEIVE A CREDIT OF $3,500 & THEY WILL RECEIVE $2,500.*


retired friends enjoying their company

*Offer valid for new referrals only. Effective through 12/31/23.

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* All renderings of The Outlook at Windhaven are artistic representations of planned structures and spaces and their details are subject to change.