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What You Should Consider Before You Relocate In Retirement – Finger Financial Five #171

Jeremy Finger
Jeremy Finger
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Ready to learn about what you should consider before you relocate in retirement from Jeremy Finger? Click play now!

Are you planning to retire soon? Before you make the big decision, here are 7 important things to consider. From staying an extended time during peak season to budgeting for healthcare costs, this video will help guide you through the retirement process. Don’t miss out on these valuable tips before starting your next chapter.

  • Stay an extended time during the peak season 
  • Consider renting
  • Get change of address cards from the post office
  • Find a local bank  
  • Medical 
  • Financial/Taxes
  • Legal issues 

On the lighter side, Elliott has been exempted from 4 final exams because he has over a 95 in each. Way to go, Elliott!

Hope all is well with your family,

Jeremy

Finger Financial Five – 5 points in 5 minutes or less – is to provide you with a weekly shot of useful financial information.  My intention is to share principles, so that you will have more clarity, that help you make better financial decisions.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.  Stratos Wealth Advisors, LLC and Riverview Wealth Management are separate entities.

The information presented in this newsletter is the opinion of the writer and do not reflect the view of any other person or entity.  The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies.  This is for information purposes only and should not be construed as an investment recommendation. 

Past performance is not necessarily indicative of future results, and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk and, unless otherwise stated, are not guaranteed.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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