Is Leaving California A Good Move For Your Retirement?

I recently spoke with some friends whose parents are retired, and they sounded a bit frustrated about their situation. One said his mother was complaining about the Arizona heat while the other wasn’t thrilled about the bugs back in Florida.

The question, “Where do I want to retire?”, is one of the most, if not the most important question you need to ask yourself when planning to leave the workforce.

Will you be content in a new location? This answer will vary from person to person. What are you looking for in a new city? Will the relocation add quality of your life? If you want to talk more about it, contact me and I’ll map out a plan for you.

Here at Copley Financial Group, Inc. with locations in San Diego, CA. and Uniondale, NY. the team and myself will be with you in every step of this process.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
Previous
Previous

Get Paid To Move To Paradise

Next
Next

The Crucial Steps To Protect Your Aging Parents