The Latest LPL Research
Productivity picks up, and why that is important in this Research Update
Service Spotlight
Unless you were contacted otherwise, your 1099 has been mailed. Remember, if you need a copy for your CPA/tax preparer and haven’t received it in the mail, go to your client AccountView login, and search under “Documents & Statements” then “Tax Forms.” DIY TurboTax user? Email Van Freeman for a helpful guide!
Retire Smart: Can This Idea Save You a Bundle?
Retiring Abroad-Is It For You?
Ex-Pat (or Ex-Patriate) is a hot idea these days to find an affordable, enjoyable retirement abroad, but is it for you? Much has been written on the topic, since it has allowed some to retire at a younger age than expected. Although still a relatively small number of Ex-Pats, the concept is increasing steadily. The reasons can extend beyond the cost-of-living, and include: scenic settings, healthier air/environment, and amazing food and culture.
If this sounds unrealistic for you, or you would like to continue receiving US healthcare or other services, consider the idea of an affordable residency in the US, sharing costs with a grown child/extended family–also a major trend.
Costa Rica, Panama & Mexico have been discussed very often on the subject, including this article focuses on Costa Rica, with it’s rain forests, beautiful beaches, snorkeling, even surfing. The idea to go Ex-Pat is a big decision, but an intriguing one to stretch your retirement dollars. Food for thought! Costa Rican Retirement