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.
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.
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Where you live in retirement can shape your finances, healthcare, daily comfort, and happiness. Explore key factors—from housing costs and taxes to family, transportation, healthcare, and cultural attractions—to find a destination that truly fits your lifestyle and goals.
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