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This newspaper page contains 5 articles. Subscribers can read the full text of each article.
Newspaper
Aiken Standard
Location
Aiken, South Carolina, United States of America
Date
Aug 16, 2004
Page
17
Many retirees move for lower costs and better climate or to be near family. Start planning years before retirement, addressing personal, financial, and lifestyle factors to preserve financial independence.
A compact guide listing steps for relocating abroad. It covers embassy research, cost of living, multiple scouting trips, extended stays, meeting fellow expatriates, housing options, taxes, health care, pet imports, and citizenship considerations with a closing Life quote.
The article outlines taxes and costs as key retirement factors before moving. It highlights income, sales, property, and estate taxes, state rules changes, residency factors, and the need to plan for living costs, insurance requirements, and building codes when choosing a new location.
The piece suggests extended visits to potential locations to assess finances and lifestyle. It highlights public transport, culture, senior activities, hospitals, spiritual centers, and shopping, with emphasis on university towns for cultural events and sports. It also notes proximity to strong job markets and connecting with locals and recent movers.
The piece advises evaluating living situations and finances before moving. It emphasizes updating estate planning documents to fit new state or country laws, including will, living trust, and powers of attorney for asset management and health care. Valentino Sabuco, CFP, founder of Voverns, is noted.
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