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Retired couple reviewing a downsizing worksheet and finances at home while planning a move.
Minimalist Living & Frugal Home Retirement And Senior Lifestyles

Downsizing in Retirement: A Must-Have Worksheet for Smarter Savings

Essential Concepts: Downsizing in retirement can save money only if lower ongoing housing costs and released equity exceed selling, buying, moving, and accessibility expenses. Use the worksheet to compare actual costs and calculate when the move will break even.