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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

Three Steps for Evaluating a Downsize in Retirement: A Financial Planner's Guide

SEC
A woman in her yard waves to a neighbor walking by.

Editor's note: This is the first of a two-part series. Part two, arriving Sunday, will be Seven Financial Considerations When Downsizing for Retirement.

During COVID, I had two clients sell their Washington, D.C.-area homes to move to Florida. Within 12 months, they had sold their Florida homes to re-buy in D.C.

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