When Should Empty Nesters Downsize?

When planning for retirement, clients must consider whether to sell the family home and downsize after the kids have left, a decision influenced by various financial and emotional factors. CFP Board Ambassadors Kurt Whitesell, CFP®, Don Grant, CFP® and Jeremy Shipp, CFP® stress the importance of understanding that downsizing can sometimes lead to higher costs, highlighting the need for careful financial projections and informed decision-making. 

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