Topic: Life Strategy

Downsizing: An Emotional Transition that Brings New Opportunities

Updated August 16, 2022 During a meeting a few years ago, I posed a delicate question to a client in his 80s. The client, an artist, lived alone in a home full of treasures, but the house was getting difficult to maintain. “Would you consider downsizing?” I gently asked Jim Howard. Downsizing is...

Guy Holman, CFP®

Oct 5, 2018

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