09/23/2026
š” Is a move in your future?
For many people, retirement brings a new question: Do we really need this much house?
Maybe youāre thinking about downsizing, moving closer to family, spending part of the year somewhere warmer, or simply choosing a home that better fits the life you want in retirement.
But a move can involve more than changing your address. It can affect your expenses, home equity, retirement income, taxes, estate planning, and the lifestyle youāre planning for.
So before you make a move, it may be worth asking:
How does this decision fit into the retirement you want?
I'm happy to talk through the possibilities and help you consider the financial side of the decision.
š Read the article: Is Downsizing Part of Your Retirement Plan?
And if a move may be in your future, letās talk.
Thinking about downsizing in retirement? Review key lifestyle, income, tax, estate, and planning questions to consider before selling, moving, or simplifying your home.