Many people call it downsizing but we like to call it resizing. Having a home appropriate for your life stage or lifestyle is a decision that we are all faced with at different times in our lives.
We often find that clients find the transition from their home emotionally difficult. It is often due to a change in life that makes the current home difficult to manage and/or a financial need. It is an emotional discussion that is very hard to have with your own family let alone ourselves, but let us assure you that we can assist in planning and executing a successful transition.
Following is a brief article on this topic and as usual please reach out of we can be of assistance.
https://www.afr.com/wealth/personal-finance/when-it-s-time-to-downsize-in-retirement-20230308-p5cqgg
