Courses

Objective

• Understand all the relevant issues that need to be considered in deciding where to live in retirement

Highlights

• Does continuing to live at the current location meet retirement goals and lifestyle?
• Are there family concerns such as an elderly parent that prevent moving away from the current location?
• Is the current location affordable when income from a salary ceases?
• What health concerns are there that would limit the ability to move to another location?
• Is an assisted living facility something that should be considered now or in the future and is a suitable one available?
• What happens if a person is disabled while retired?
• Are there state and local tax considerations that would encourage staying in place or moving?
• Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?
• Should a retiree downsize?

Designed For

Prerequisite

Advanced Preparation