The What: The Budget

LET'S TALK ABOUT MONEY!

People considering rightsizing need to think about many financial factors. You may be nearing retirement with your eyes set on a fixed income. You could be considering a second home purchase in a warmer climate. You may be starting to think about estate planning.

All of these factors lead to my next piece of advice:

TALK TO YOUR FINANCIAL PLANNER.

Talking to a financial planner at this time in life is like obtaining preapproval as a first-time home buyer. It will help you gain clarity, align your vision of your next home with your financial reality and give you a path forward NEED may be interested in for the future?

Talk to a lender to review options that may be available for you to implement There are several unique loan programs designed for rightsizers that are worth understanding.

Buying and then selling is relatively easy AND selling then buying has become A LOT EASIER with post-close possession REQUEST A MARKET