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Tag: downsizing

Will A Senior Living Facility Cost Your Kids An Inheritance?

One popular money script is, “I need to leave an inheritance to my kids.” Yet choices that parents make based on this money script can actually result in both failing to leave an inheritance and even costing children money. Here is one way that might happen. My town...

The Financial Freedom of Owning Less

“Money is freedom.” This popular money script contains considerable truth. Having money can provide a lot of options and flexibility that are not possible without money. However, since all money scripts are partial truths, money doesn’t always bring...

Buying or Selling Your Home in COVID-19 Economic Uncertainty

Watch this video on YouTube Suppose that you retired last year, you’re ready to downsize or move to a warmer climate, and you have been getting your house ready to sell. Or suppose you recently made a career move that includes relocating to a different part of...