Latest / Something More with Chris Boyd
Should you consider downsizing in retirement?
Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to downsize your residence in retirement. Over the course of the episode, Chris and Jeff cover the financial considerations of cash-flow, operating costs, capital needs, income taxes, and estate planning. Recognizing this decision is not strictly a financial decision, the duo discusses lifestyle considerations, such as climate, travel, closeness to family…
The skinny
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