Hi Jan,
For a lot of people, this weekend is either the tail end of spring break or a long holiday weekend. Travel, family, time away from the usual routine.
It's a good moment to think about one of the questions that tends to get postponed: where are you actually going to live in retirement, and does that place still work for you as things change?
This week's article takes a closer look at how to think through that decision before it gets made for you. It's not really about downsizing or square footage. It's about whether your home and your community give you what you'll need over the long run.
The podcast this week covers the same ground from a different angle, walking through what the data actually shows about how people behave around housing in retirement, which turns out to be pretty different from what most plans assume.
I've also included a related piece from McLean on housing decisions and retirement income planning. Take a look when you have a few minutes.
| | | | Where Will You Live in Retirement? Start With a Better Question Most people approach retirement housing the same way. They ask, “Should we downsize?” or “How much house can we afford?” Those are reasonable questions. They’re just not the ones that determine whether the plan works.
By Retirement Researcher | | | | Housing Decisions in Retirement Housing decisions in retirement are rarely just about real estate. They sit at the intersection of lifestyle, health, and financial sustainability. In many cases, the success or failure of a retirement plan comes down to whether the home still fits the plan.
By McLean Asset Management
| | | | The Truth About Downsizing in Retirement
Most people assume they'll downsize in retirement. The data says otherwise. Wade and Alex dig into what actually drives housing decisions, why the expected move often doesn't happen, and what to look for in a home that will still work for you decades down the road. retirement plan.
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