Retire Right: Bridge to Rightsizing

One of the largest challenges that I have found for homeowners who want to rightsize (upgrading, downsizing or making a strategic move in real estate), is coming up with the down payment for the new home.

Retire Right: The simple solution is not always the best solution

Retire Right: The simple solution is not always the best solution

I recently spoke to a financial advisor about a client’s retirement plan that I wanted to share with you. The situation is such that the client is getting ready to retire and he was looking at ways to reduce his expenses to ensure that his retirement income and his retirement accounts would be set up in a way that he would be able to meet all his financial obligations and still be able to have some fun in retirement.