Helpful Resources For Downsizing

Susan K. Severson | Posted: July 1, 2019

A topic that has been coming up more frequently in meetings with clients, as well as in discussions with friends and co-workers, is downsizing.  Whether we are considering moving to a smaller residence ourselves or potentially helping parents make such a move, knowing where to find ideas for dealing with all of the “stuff” we’ve accumulated over time seems to be a really big question.

I’ve written before about the importance of discussing with your loved ones what you would like to happen with your possessions upon your passing. That being said, if you’re anything like me you may also be wondering about what to do with things today.

What Resources Are Available To Help Me Plan My Downsizing?

There exists no shortage of articles, blogs, self-help books, and other resources available when it comes to downsizing, and sifting through these resources in order to create a plan of action that will work for your situation can be overwhelming.  While searching for ideas to help myself and others tackle all of the “stuff” we have accumulated over the years, I found two short books on Amazon that contain what I feel are some practical and helpful tips for starting the process of downsizing.


A Simpler Space
Written by Rosser Maddox, this book provides clear and concise information on downsizing your possessions to help you know what to do and when to do it.  The book also includes details on methods and resources that could potentially help you with your downsizing process, such as:

  • Setting realistic timelines.
  • Steps to take when preparing to downsize.
  • Helpful lists such as “80 Things to Get Rid of NOW!”
  • Creative methods to help you declutter.
  • Common mistakes to try to avoid.

Additionally, the author includes a list of websites and apps that could provide resources to potentially make the downsizing experience easier.

 Ready to Rightsize?

Ready to Rightsize?
This book, written by Jeannine Bryant, provides a much more detailed look at the overall process of downsizing. The book focuses on the practical steps that are involved in reducing your possessions and moving to a smaller location while also addressing some of the emotional impacts such moves and changes can have for everyone. 

In my opinion, I feel that this book would be most helpful for individuals who are in one or more of the following situations:

  • Helping a parent through the process of downsizing.
  • Working through the process of settling an estate for a loved one.
  • Trying to better understand ways to handle the emotions involved in such a major life change.

Like Mr. Maddox, Ms. Bryant also includes multiple websites and resources throughout the book that can potentially assist in the process of downsizing.

In Conclusion

If you are in the beginning or middle stages of the downsizing process, you may find either or both of these books helpful. Having read both of these books myself, I feel that they offer some very practical ideas and motivational tips that could potentially help someone starting the often overwhelming process of downsizing.

If you would like to purchase either of the books mentioned in this article, follow these links by clicking on the book titles below:

About the author

Susan K. Severson

Sue is a Lead Wealth Manager working with individuals nearing retirement or those that are already retired. She has over 28 years of experience in the financial services field and actively works with clients, accepting a limited number of new clients each year. When you meet with Sue, you will quickly pick up on her attention to detail and her willingness to go the extra step in helping clients determine and reach their goals now and in retirement. In her free time, she enjoys reading, kayaking, spending time with family and friends, and supporting the ACS Relay for Life event, as well as various other charitable organizations in the community.

Certifications, Licenses, and Registrations

  • Registered Principal with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 6, 7, 24, 51, 63, 66
  • Bachelor's Degree - Business Administration; Wartburg College

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