Today I want to tell you a success story.
Anne-Marie and Bob lived in the most perfect historic home in my town.
It had been an old horse stable built in the late 1800’s and its centerpiece was a huge bookcase-lined room where they held large gatherings at an enormous dining table.
It was romantic and filled with detail and the many beautiful things that they both collected. Anne-Marie had created glorious flower beds that had been on multiple garden tours.
They raised two wonderful children in that house, though they had moved out, but it was getting to be too much. Taxes, upkeep, a change in job status – it was all eating away at their bank account. They were miserable — worried about their pension plans compared to their monthly nut.
Intellectually, they knew they should probably downsize. But the thought of that was depressing. Downsizing felt to them like “downgrading.”
Together, we started to have some conversations that were tough, at least at first. [Read more…]