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Dr. Preston D. Cherry is the founder and president of Concurrent Financial Planning where he strives to help clients align their money goals with their life’s purpose, with the ultimate goal being to ...

When you sell your primary home, the IRS allows you to exclude a significant portion of the profit from your taxes. This exclusion – $250,000 for single filers and $500,000 for married, joint filers – ...

Though it might seem overwhelming at first — especially if you’re moving decades worth of stuff into a smaller home — there are some strategies that can make the downsizing process a lot smoother.

Most people treat downsizing like a last resort. Something you do when the stairs get hard, when the mortgage becomes suffocating, or when the kids have been gone so long you've turned their rooms ...

For decades, many Charleston-area homeowners followed a familiar retirement plan.

Remember that minimalist trend from a few years ago? The one where you were encouraged to send anything that didn’t “spark joy” to the junkyard or thrift store? It may have seemed like just another ...

There are certain expenses in retirement you really can't control. You need healthcare, for example. So if the cost of Medicare goes up, you may have no choice but to pay. Housing, on the other hand, ...

One of the most common retirement tips is to sell the big house, move into something smaller and pocket the savings. But does it actually work out that way? To explore the question, I asked ChatGPT ...

Many Americans are nearing retirement with little saved. Why housing wealth is drawing new attention as a possible financial cushion.

Philippa Main is offering local organizations a free downsizing education program designed to help seniors navigate one ...

Downsizing is a common retirement move. At a later stage of life, your kids are likely grown and out of the house, so you need less space than you once did. Or perhaps you just don't want to deal with ...