What to weigh, and what to avoid, when you sell the family home and relocate in retirement
My wife and I are in the middle of it right now. After years in our home in the Texas Hill Country, we decided it was time to move closer to Austin: nearer to good healthcare, shopping, and the conveniences that matter more with every passing birthday. I assumed it would be a real estate transaction. It has turned out to be a long chain of decisions about money, timing, location, and what we want the next chapter of our lives to look like.
I spent my career in operations research and process improvement, modelling systems with a lot of moving parts. I can tell you that selling a home and relocating in retirement has more variables than most of the factory floors I worked on. This article is what I wish someone had handed us at the start: the things you must consider, and the mistakes that are easy to make when you're excited about a new house and tired of main‐taining an old one.
