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Rightsizing for Retirement: Your Step-by-Step Checklist

Published On: July 1, 2026By

Use this checklist to get started on your rightsizing journey. 

  • Walk through each room in your home and note what you use daily vs. rarely
  • List furniture and belongings you want to keep, but not use in your current or new space
  • Identify which items will be stored temporarily vs. long-term; that will help when organizing your unit
  • Look for storage options near you with the amenities you desire 
    • Size
    • Month-to-month lease
    • Climate-controlled
    • 24/7 access
    • Security features (video, alarms)
    • Drive-up access
    • Moving truck usage
    • Maintenance practices
    • Cost, bill pay options
  • Measure rooms in your new home or community
  • Sort and organize belongings
    • Keep (but temporarily)
    • Donate
    • Sell
    • Store
    • Create an inventory of items either written down or digitally (or both)
    • Label all boxes clearly with contents and destination
    • Schedule a revisit to your storage unit after 3–6 months

Guardian Storage has locations across Pennsylvania, Colorado, and West Virginia. Reserve online, stop by, or call 1-888-373-7368. We’re here to help.

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