Questions you should answer before you move to a smaller home

When Baby Boomers Move Out of the Family Home

by Gary Foreman

Related Articles

Budgeting for Travel as Part of Your Retirement

Baby Boomer's Financial Timeline

6 Things Boomers Should Consider Before Renting

Getting Rid of Stuff When You Move to a Smaller House

Your kids have moved out, and since they have good jobs, it's unlikely they'll be moving back. You're getting tired of all the maintenance and have started thinking that it's time to downsize and move to a smaller home or apartment. But, unlike past moves where each home was bigger than the last, this time you'll be moving to a smaller home.

We wanted to find out if there were any issues that need to be addressed when baby boomers move out of the family homestead into a smaller residence. To help us answer these questions, we contacted Ross Sapir. Mr. Sapir is CEO and Founder of Roadway Moving in New York.

Q: Assuming that they're downsizing, what's the best way for boomers to estimate what will fit into their new smaller home?

Mr. Sapir: The best way to plan ahead on what will fit in a new home is to get the measurements beforehand. Finding a moving company that will measure your new location for you to better help you plan ahead will make the transition into a new home seamless.

Q: Many boomers have been in the same house for years. What's the procedure for finding the right moving company and how long should it take to find them?

Mr. Sapir: Do your research before choosing any moving company. Looking on sites like Yelp or Angie's List will offer customer reviews as well as insight into what the experience will be like. At Roadway, we offer storage units for people who don't want to let go of their most prized possessions, which would be important for anyone having to downsize.

Q: Are there some items that most baby boomers move to their new residence?

Mr. Sapir: Their new residence will most likely come with limited space, so they can't bring everything with them. However, I've noticed that they usually always pack their favorite linens.

Have you started preparing for retirement?
Our pre-retirement checklist will walk you through the steps you need to take.

Q: Is there a way to estimate how long it will take to prepare for a move (including time to reduce the number of possessions)?

Mr. Sapir: We suggest prepping or at least having help from family members two to three weeks in advance to help organize and sell other belongings that they can't bring. By allowing enough time before the move, the process will go much smoother on move-in day.

Q:When baby boomers move out of the family home, often they need some things to be delivered to other family members or friends. Can a moving company deliver to more than one location?

Mr. Sapir: It's important to do your research when choosing a moving company. Roadway Moving will be happy to provide additional services like dropping off belongings at more than one location to help ease the stress of trying to find a place for everything in your home. Not all companies will do this, so it's important to ask beforehand.

Reviewed August 2017

Ross Sapir is the CEO and Founder of Roadway Moving, NYC's premiere moving company.

Gary Foreman

Gary Foreman is a former financial planner and purchasing manager who founded The Dollar website and newsletters in 1996. He's the author of How to Conquer Debt No Matter How Much You Have and he's been featured in MSN Money, Yahoo Finance, Fox Business, The Nightly Business Report, US News Money, and Gary shares his philosophy of money here. Gary is available for audio, video or print interviews. For more info see his media page.

Take the Next Step:

  • What can you do with the money you save? Use our simple tool to find the best savings or money market account rates. It's completely private, easy to use and you'll know what rate is available to you in seconds!
  • Use this tool to maximize your retirement by determining the best age to take your Social Security benefits. Don't leave thousands on the table by taking Social Security at the wrong time.
  • Subscribe to After 50 Finances. You've learned how to work smarter, not harder. This weekly newsletter is dedicated to people just like you. Subscribers get a FREE copy of our After 50 Finances Pre-Retirement Checklist, a list of everything you need to do to be ready for retirement.

Share your thoughts about this article with the editor.

Stay Connected with TDS

Social Security Choices


You've learned how to work smarter, not harder.

After 50 Finances is a weekly newsletter dedicated to people just like you.

Retirement Checklist

And get a free copy of the After 50 Finances Pre-Retirement Checklist. Everything you need to do to be ready for retirement!

Your Email:

View the TDS Privacy Policy.

Debt Book