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Retirement Planning

A common financial goal is to afford a comfortable retirement. But that takes planning. Retirement planning includes taking advantage of your saving and investing opportunities through the years, estimating your expenses in retirement, and preparing to have enough money to cover those costs for your lifetime.

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Key Considerations for a Warm Weather Retirement Move

Many people dream of packing up and moving to somewhere sunny with warmer weather to spend their retirement. However, it's essential to consider several factors before making such a retirement move: aspects like healthcare accessibility, cost of living, taxes, social networks and proximity to family should all be carefully evaluated to ensure a comfortable retirement experience.

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Find a CFP® Professional

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These terms and conditions govern your use of the Find a CFP® Professional Search feature on Certified Financial Planner Board of Standards, Inc.’s (“CFP Board”) Let’s Make a Plan website (www.LetsMakeAPlan.org).

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CFP Board publishes the Find a CFP® Professional as a reference source about CFP® professionals in the United States. It does not include all CFP® professionals – only those who choose to be included.

Find a CFP® Professional may be used only by

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It is your responsibility to ask the CFP® professional about his or her experience. You should interview and evaluate several financial professionals to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and who suits your financial planning needs. For sample questions to ask when interviewing a financial advisor, visit www.LetsMakeAPlan.org.

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