Consider this:
Over the years, I have offered free copies of “Downsizing the Family Home”, written by Marni Jameson and recommended by the AARP. It is a great read for all ages that gives valuable ideas on what to keep and what not too even if you are not downsizing your home. There is a companion book too which is a workbook that is great for those of you who like to make lists and chart things. CLICK HERE if you want to know more about these books.
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.