With the recent surge in home values, many homeowners are looking at ways to benefit from these increased values. One common strategy, particularly for those near or in retirement, is to downsize. And while this can certainly be a good idea, our next guest says there are many considerations that need to be carefully planned for, to ensure that that strategy is successful. Mike Switzer interviews Roy Janse, a certified financial planner and managing partner of Goldfinch Wealth Management in Greenville, SC.
Increasing home values spurs downsizing among older adults
