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Florida Homeowners 62+ · Free Guidance

Five real paths for your home, your equity, and what's next.

Before you decide anything about staying, moving, or caring for a parent — know all five moves available to your family, in plain language, with no pressure.

The 5 Moves, at a glance
  • Stay and strengthen
  • Stay and renovate
  • Downsize
  • Relocate to senior living
  • Move in with family

Built for families at a real crossroads

Most families we talk to are in one of these three moments.

Mom wants to stay home, but you're worried

She's in her 70s, lives alone, and had a recent fall. You want her to stay home safely — you're just not sure what support exists or what it costs.

The equity is there, but not the cash

The home is paid off or close to it. There's real equity — but no liquid savings to cover in-home care or a move to assisted living.

Something changed, and no one knows where to start

A diagnosis, a hospitalization, a close call. Everyone agrees a decision is coming — nobody's sure what the actual options are.

The 5 Smart Moves

Five paths, not one right answer. Which one fits depends on your family's specific situation.

1
Stay and Strengthen

Stay exactly where you are — funded to last

For families who want to remain in the home as-is, but need the finances to support it long-term against rising insurance and taxes. A Florida HECM (FHA-insured reverse mortgage) can free up equity already in the home to cover these costs, with no required monthly mortgage payment.

You keep the title. You remain the owner.
2
Stay and Renovate

Stay — once the home is set up to make that safe

For families who want to stay, but the home needs work first: a walk-in shower, a ramp, a downstairs bedroom. This move uses home equity to fund the modifications that let a parent age in place safely.

3
Downsize

Trade the space and upkeep for something simpler

For families where the current home is more space, maintenance, and cost than anyone needs. This move means selling and moving into something smaller and more manageable — often freeing up equity for retirement or care costs.

4
Relocate

Move to the right senior living community

For families considering independent living, assisted living, or memory care. Placement guidance means finding the right community for the right needs and budget — and handling the sale of the family home alongside it, as one team instead of five separate companies.

5
Multigenerational Move

Combine households instead of separating them

For families where the better answer is a parent moving in with adult children, or building an in-law suite. This move often uses proceeds from selling or financing the original home to fund the transition.

Kelly & Ray Nadeau

Licensed Florida Loan Officers · Broker Associates · Equity Smart Home Loans

We built this after our own family went through a parent's dementia diagnosis — the disorienting process of figuring out what came next. We've sat at kitchen tables with worried adult children and explained the same federal protections dozens of times. This is the conversation we wish every Florida family could have before a crisis forces the decision.

Free · 25 Minutes · Watch Anytime

Watch: The 5 Smart Moves Workshop

Kelly and Ray walk through all five moves, how a Florida HECM actually works, and how to have the family conversation — in plain language, at your own pace.

Book a Free Call After Watching

After you know your move

Every family lands somewhere different. Here's where most go next.

Stay Home With Equity

Use a HECM to fund in-home care, modifications, or a financial cushion — while remaining in the home you've built your life in.

Explore HECM at Smart-N-Loans →

Move to the Right Community

If senior living is the right answer, we guide you to Central Florida communities that genuinely fit your loved one's needs and budget.

Assisted Living Placement →

Sell and Downsize Strategically

Ready to move on? The Nadeau Team helps you sell your Central Florida home efficiently and maximize what you walk away with.

Downsizing Help at CertainlySold →

What families ask

A Home Equity Conversion Mortgage (HECM) is an FHA-insured loan available to homeowners 62 and older that converts a portion of home equity into tax-free funds — without selling the home or making monthly mortgage payments. You remain the owner and must continue paying property taxes, insurance, and maintenance. HUD-approved counseling is required before application.
Yes — HECM proceeds can be used for any purpose, including in-home care, home modifications, or as a bridge to cover care costs. Many families use it to delay or avoid an earlier-than-necessary move to assisted living. A licensed loan officer can walk through how much equity may be available for your situation.
It depends on care needs, the home's condition, finances, and what your family actually wants. There's no default right answer — the free workshop above and a follow-up call are built to help you work through it with real numbers, not guesswork.
Yes. The workshop, this guidance, and the follow-up consultation are all free. Placement guidance is paid by senior living communities when a placement is made — never by the family.
Part of the Central Florida network: CertainlySold.net · FL Homes Magazine · Smart-N-Loans · Agency AI Lab

Ready to talk through your family's situation?

One free call. We'll listen and tell you honestly which move fits — including if the answer is "none of them yet."

(407) 544-4704 Book Your Free Consultation