Is It Time to Right-Size Your Home?

A lifestyle-driven guide to navigating your next move—emotionally, financially, and practically

For many long-time homeowners, the idea of moving can feel overwhelming—not just logistically, but emotionally. You’ve built a life in your home. Celebrated holidays, raised a family, and lived through decades of memories. But as life changes, so do our needs.

Maybe the stairs feel a little steeper than they used to. The yardwork, once a peaceful weekend ritual, now eats up energy you’d rather spend on travel, grandkids, or a leisurely lunch with friends. Maybe the extra bedrooms are filled with boxes, and the garage is more storage unit than carport.

If this sounds familiar, you might not need more house. You might need the right house.

What Is “Right-Sizing,” Anyway?

Right-sizing is about aligning your living space with your current lifestyle—not your life 30 years ago. It’s not just about square footage. It’s about accessibility, maintenance, finances, and freedom.

The Right-Sizing process helps you answer questions like:

• Are we still using most of the rooms in our home?

• Does our layout support mobility, comfort, and safety as we age?

• How much time, money, and effort is going into maintaining this property?

• Could we enjoy life more in a space that fits who we are now?

The goal? A home that supports your life today—not just your memories of yesterday.

The Emotional Side of Letting Go

For some homeowners, the hardest part of moving isn’t packing boxes—it’s letting go. Letting go of the house where the kids grew up. Letting go of the familiar.

But here’s the truth: you’re not downsizing your life—you’re making room for what matters now.

We’ve helped many people walk this road, and we created a guide to support you through it:
👉 Get the Free Right-Sizing Guide

The Financial Realities You Shouldn’t Ignore

The 30% rule is a long-standing affordability guideline: ideally, no more than 30% of your income should go toward housing. But in retirement, that balance can get thrown off—especially if you’re still living in a high-maintenance or high-cost home.

Home equity may be your biggest asset, but if it's tied up in a property that drains your time and budget, it might be worth reconsidering.

In fact, 64% of retirees who made a move did so to reduce housing expenses—freeing up funds for travel, hobbies, or just peace of mind.

It’s Not Just About You—It’s About Your Family, Too

For many, the decision to move also involves loved ones. You may be caring for a spouse, or thinking about how to make things easier for your adult children down the road.

We also speak with adult children who are helping their parents navigate this transition. Our guide offers valuable insights for both generations.

Is It Time to Right-Size?

This decision isn’t one-size-fits-all. But if your home no longer fits the life you’re living—or the one you want to live—it might be time to consider what’s next.

We created our Right-Sizing Guide to help you:

• Evaluate your current home’s fit

• Understand the financial impact of a move

• Prepare emotionally for a lifestyle change

• Explore options beyond your current neighborhood

And most of all—to feel empowered, not pressured, in your decision.

📘 Get the Free Right-Sizing Guide

We’re Tim and Sandy Jones, and we’ve helped dozens of local homeowners through this process. If you’re just beginning to ask questions—or ready to take the next step—we’re here to help.

No pressure. Just honest insight from people who’ve walked this road before.