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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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