Relocating for Retirement? Your ZIP Code Could Shape Your Budget

Where you retire has a significant impact on how far your savings will go. According to recent data, the average annual cost of retirement in the U.S. ranges from under $60K in some Southern and Midwestern states to over $120K in coastal states like California and Hawaii.

When evaluating a new location for retirement, be sure to factor in the average local cost of:
🍎 Groceries
🏠 Housing and property taxes
💊 Healthcare and insurance
🚗 Transportation
💡 Utilities and home maintenance

As well as…
🎉 Discretionary spending like travel and entertainment
💰 A savings buffer for the unexpected

If you’re over 55 and thinking about relocating to stretch your retirement dollars or simplify your lifestyle, please contact me.

I can help you explore your housing options, whether that’s downsizing locally or moving to a more affordable state that supports your long-term goals.

#SRES #SRESdesignee #SeniorLiving #RetirementPlanning #RelocateForRetirement #Downsizing #SeniorHousing #RealEstateForSeniors

About marlenebertrand

Marlene Bertrand is a seasoned real estate broker for Bertrand Realty and a Certified Authenticity Life Coach. She empowers her real estate agents and clients alike to embrace a life and career that aligns with their true values. Marlene believes that simplicity is the key to fulfillment, and that genuine satisfaction comes from living with spiritual awareness, honoring others, and respecting the environment around us. Through her guidance, she helps people cultivate authenticity in both business and life.

View all posts by marlenebertrand →