Report this item to Etsy

Price:$6.38

Downsizing Planner Spreadsheet, Retirement Home Equity and Reverse Mortgage Calculator

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by Slowshore
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Put four retirement-housing choices on one comparable set of assumptions before making an expensive decision.

Enter your own information and assumptions in transparent Excel workbooks built by a former CFO with an MSc in Economics. Calculations or checklist logic, source notes, built-in checks, and limitations stay visible, and your personal figures remain in your local files.

WHAT YOU CAN EXPLORE

- Age in place
- Sell and buy a smaller home
- Sell and rent
- A simplified reverse-mortgage scenario
- Capital released after mortgage and selling costs
- Recurring housing costs
- Estimated 25-year ending net worth

WHAT YOU RECEIVE

- Retirement Downsizing Calculator 2026 v1.0 Example workbook for Microsoft Excel
- Retirement Downsizing Calculator 2026 v1.0 Blank workbook for Microsoft Excel
- Four-page START HERE guide (.pdf)
- Personal-use license
- Instant digital download; no physical item will be shipped

DESIGNED TO BE TRANSPARENT

- Editable, clearly marked input cells
- Visible formulas, assumptions, and source notes
- Built-in calculation checks
- No macros, VBA, plugins, account, or subscription
- Your personal figures stay in your local file

COMPATIBILITY

Designed for current desktop versions of Microsoft Excel on Mac and Windows. Google Sheets may open the workbook, but chart appearance, formatting, and calculation behavior can vary. A desktop or laptop is recommended.

IMPORTANT SCOPE

This is a simplified educational model. It does not fully model state property tax, homeowners insurance, capital-gains basis, HECM insurance premiums, closing costs, eligibility, or non-financial housing needs. Get actual quotes and professional advice.

LICENSE AND SUPPORT

One purchase is for one household. You may create copies for your own scenarios, but you may not resell, redistribute, publish, share publicly, or use the workbook as a client deliverable.

Questions? Contact support [!at] slowshore.com. The purchase includes Slowshore's 14-day satisfaction guarantee: contact us within 14 days and we will troubleshoot, replace the file, or refund where appropriate.

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

View shop registration details

Be the first to leave a review

Help this shop grow by ordering and sharing your feedback. Plus, shop confidently with Etsy Purchase Protection.
Learn more

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Revenue

Home Affordability Spreadsheet

Document Management Excel

Fire Retirement Planner

Digital Downloads Business

Listed on Aug 11, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Personal Finance Templates