If you’re in the majority of those who are already retired or planning on retiring soon then you’ve thought about a move out of your current living situation. 60% of retired folks move at some point specifically because they are retired; they’re looking to downsize, move closer to the kids or grandchildren, seek out an adventure, get to a warmer climate, move closer to the snow. One couple I met not so long ago moved closer to Zion National Park to be closer to outdoor opportunities ~ how great is that?
Ideas about how to do this, how to pull of this move, often stop at, “I’ll hire a mover and that will be that.” Slow down! As in many things in life, it is going to be important for you to do a great deal of work before the movers get called. Think of this like a huge painting project in your home; the prep work will make or break what kind of an outcome you’ll get.
Before you even think about a box or what to throw away there are some steps to take:
Where do you want to go to and what is motivating you? Remember the kids or grandchildren could (and do) move after people uproot their lives to be closer to them so make sure your reasons go beyond them.
Once you’ve decided where ~ local or a longer move ~ be sure to give the location or place a test run. Is an active retirement community looking good to you? Go stay a week or so and poke around. Want to move to a small community you’ve previously vacationed in? Go stay a week or two, in a rented home or a local motel, in the off season to get a better idea of what you’re getting into.
Make an honest assessment of your health needs. In great shape and rarely see the doc? Lucky you! You still might want to be someplace that has medical support less than 2 hours drive away. Have specific needs? Are there options for care where you’re thinking of?
I know I say it often but this still holds true; make sure your pension and any changes that may come as a result of a move is something that works for you. Depending on what retirement system you’re in, if you’re in one, moving out of the state may change your tax requirements.
This is more than enough to get you started. Next month we’ll take on some of the other challenges of that move the majority is thinking about! Until then why don’t you throw out one thing ~ just one ~ that you’ll not need regardless of where you’re going next!
Wishing you the best for your week!