Downsizing or Upsizing can be one of the most difficult real estate decisions you’ll be making in your lifetime. You’ll be juggling two real estate transactions, going through your belongings and for many people, still working!
It’s important to have an agent who understand your needs and the market in your area because timing and experience is crucial to successfully making your move a smooth transaction. The last thing you want is selling your home with no home to move into or buying your next home and paying two mortgages!
Most people have a set monthly income as well as set monthly expenses. We all spend differently when it comes to food, entertainment, and travel, however, most people regardless of age will have some set costs that do not change monthly. I have added some normal costs per month that can be changed. Other columns are provided for you to add if needed.