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Downsizing - the end of the journey

posted Jun 22, 2014, 8:26 PM by Tim Isbell   [ updated Jun 24, 2014, 10:12 AM ]
Last August I posted "Downsizing Basics." We had just sold our stand-alone house of 19 years, moved temporarily into an apartment, and were looking for a more suitable place for our senior years. We also wanted to transfer some real estate equity into investments to generate income. 

Later that month I posted "Home Sale Math," which unpacked the financial dimensions of selling a house with substantial long-term capital gains.

Now it's a year later and our transition is complete. Start to finish it took 13 months, much of which was a major renovation project on the new townhouse. This post wraps up our downsizing story. If you are wondering about how downsizing might look in your life, or just thinking about buying a new house, you'll find lots of valuable information in these 3 webpages. To look at this final downsizing post, click on Downsizing Followup. There you will also find links to the other two posts.

All the best,

Tim

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