Bonnie Wicks Bertalot
Personal Shopper Log In

Posts from May 29th, 2026

Unlocking Coastal Living

Subscribe and receive email notifications of new blog posts.




May
29

For years, downsizing was considered a simple financial decision. Sell a larger home, buy something smaller, reduce your expenses, and enjoy the savings.

Today's housing market has complicated that equation.

Many homeowners who begin exploring a move discover that a smaller home does not always translate into dramatically lower monthly housing costs. In some cases, the savings are much smaller than expected.

The Math Has Changed

When homeowners think about downsizing, they often focus on the price of the next home.

What many don't initially consider is the interest rate attached to that purchase.

Over the past several years, mortgage rates have changed significantly. Homeowners who purchased or refinanced during periods o...

Click Here to Read More...

May
29

I have shown hundreds of homes over the years, and if there is one thing homeowners tend to have in common, it is that we all have a list of things we mean to get around to someday.

The attic.

The dryer vent.

The HVAC service.

The irrigation system.

And apparently, the tankless water heater.

Terry and I built our home in 2022. Like many homeowners, we knew we had a tankless water heater, appreciated the endless hot water, and never gave it much thought beyond that.

Recently, we decided it was probably time to schedule a flush and maintenance service. We weren't having any problems. Nothing was leaking. The hot water worked perfectly. We simply thought it would...

Click Here to Read More...

Login to Personal Shopper

Pixel