Moving in retirement should be a dream, but it often comes with a handful of hidden costs that can turn a big milestone into a big source of stress. Beyond the obvious expenses like the moving truck or a down payment, retirees are often surprised by costs for home modifications, changes in healthcare and insurance premiums, and even unexpected tax bills.

Creating a secure financial future isn't just about the numbers. It's about habits, mindset, and staying flexible. The key to success is to avoid these common missteps by setting clear goals, staying consistent, and building a plan designed for life's inevitable changes.

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What Is Legacy Planning—and Why It Matters More Than Ever

A strong financial strategy isn’t just about numbers—it’s about creating freedom, choice, and purpose in your life. Learn how to build a plan that supports your goals, protects your future, and lets you live fully at every stage.

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