Your Future, Your Way: Financial Planning at Woodland Terrace

Jun 6, Alissa Sauer

At Woodland Terrace, we believe older adults aren’t wrapping up their life’s journey; they’re seeking a new one, one that deserves thoughtful planning and the right resources. That’s why we were proud to host “The Road Ahead: Mapping Your Later Life Journey,” a resource-rich, community-driven event to empower older adults to confidently plan their next chapter.

Held on May 22 at Woodland Terrace independent living, the event welcomed guests from across the Bothell area for an afternoon of expert insights and meaningful conversation. Our goal? To help residents and prospective residents take the guesswork out of retirement planning and replace it with confidence, clarity, and choice.

Planning for What Matters Most: Key Takeaways from the Day

Our speakers covered the entire journey into retirement and beyond, breaking it down into four meaningful stages, with expert guidance at every turn.

Step 1: Get Ahead of the Game

Setting goals. Building a financial plan. Thinking about what you really want out of retirement. Guest speakers from Prevail Wealth Management, Monica Le and Amy Mutal, helped attendees take the first step toward a future that reflects their values and vision.

Step 2: Timing is Everything

When is the right time to retire? What do I need to know about Social Security and Medicare? David Carvalho — aka “My SS Guy” — made navigating these big questions easier, offering clear, insider guidance based on his 20 years with the Social Security Administration.

Step 3: Lighten the Load

From downsizing to selling your home, making a move can feel like a big job. But with the right support, it doesn’t have to be stressful. Our real estate and relocation experts walked guests through how to simplify the process while maximizing comfort and return.

Step 4: Purposeful Living

Planning for long-term well-being is more than estate documents and care plans (though we covered those, too!). It’s about staying connected, making empowered choices, and finding a place to call home that supports your health and happiness, like Woodland Terrace.

Your Trusted Resource for Today and Tomorrow

We host events like The Road Ahead to serve as a trusted resource for older adults and their families, because planning for retirement isn’t just about making decisions, it’s about discovering possibilities.

“I always wish I did it sooner!” – Mary F.

“Having experts you trust is the only way to know how far your money will go!” – Jim M.

Senior living today means choice, connection, and convenience. Whether you’re looking for a social lifestyle, freedom from home maintenance, or peace of mind for what’s next, Woodland Terrace is here to help you prepare for the life you want — on your terms.

Contact us to learn more and schedule your tour.