Compare the whole decision — not just the size of the house.
| Question | Stay | Right-Size |
| Current housing cost | ||
| Property taxes | ||
| Insurance | ||
| HOA | ||
| Utilities | ||
| Maintenance | ||
| Expected repairs | ||
| Moving expenses | ||
| Purchase / rental costs | ||
| Cash required | ||
| Equity released | ||
| Cash remaining afterward | ||
| Estimated 5-year cost |
Rate each 1–5 for Stay (S) and Right-Size (R).
| Time required | S | R |
| Maintenance responsibility | S | R |
| Safety | S | R |
| Accessibility | S | R |
| Family support | S | R |
| Transportation | S | R |
| Location | S | R |
| Healthcare access | S | R |
| Friends/community | S | R |
| Travel flexibility | S | R |
| Storage | S | R |
| Outdoor space | S | R |
| Privacy | S | R |
| Stress level | S | R |
| Enjoyment | S | R |
| Independence | S | R |
Choose your top five.
The 2-minute Home Transition Decision Check can help you see what may deserve attention before you make any decision.
Take the 2-Minute Decision Check