Explore downsizing in retirement, including the reasons for downsizing, planning considerations, and potential challenges.

Your home is one of your biggest financial assets. If you’re retiring, it may also be more space (and expense) than you need. Learn how to use your current home’s value to downsize with less financial ...

To ensure your plan aligns with your overall retirement strategy and goals, here are some considerations to be aware of when discussing downsizing with your spouse, adviser and family: For many ...

Executive Vice President Rachel May joined us in the studio to share a preview and give some expert advice on navigating mortgages in retirement, financial strategies for downsizing, and how to ...

Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their ...

Downsizing lets you turn that equity into ... Look into popular budgeting strategies for one that fits your financial habits and values. Think long-term. Choose a home that meets future needs ...