A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a tough real estate market. They were concerned about the risk of owning two houses at once.

We counseled them by laying out the results of various scenarios should they decide to go forward. They realized they had sufficient reserves to ride out an extended listing or other consequences they might face. They decided to make the move, the community was ideal for them, and they are glad they made the change. Their former residence was sold in a short period of time after their relocation to he retirement community. The risk was measured; the timing was right.

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