Key Points
Have you built your life plan?
Does your life plan need to be updated?
Have you built your financial health plan?
Does your financial health plan need to be updated?
Are you managing your financial health smart?
Given your financial plan, are you living your best life?
References
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Key Concepts
Have you built your life plan?
Does your life plan need to be updated?
Have you built your financial health plan?
Does your financial health plan need to be updated?
Are you managing your financial health smart?
Given your financial plan, are you living your best life?
What are your goals for living ?
What is not working now?
What does work now?
What do you need to change in your life to be happier?
What do you want to change in your life to be happier?
Potential Value Opportunities
Best Affordable Retirement Communities - 2024.pdf link
Best Affordable Retirement Communities - 2024.pdf. file
- Middle-class Americans will have the most success retiring in Arizona, Ohio and Florida.
- Sun City West Arizona, has the highest percentage of residents age 65 and older, at 86.5%.
- Greenville, Ohio, has the lowest overall annual cost of living of all the cities on this list, at $30,173.
1. The Villages, Florida
- Household median income: $73,415
- Single family home average value: $408,342
- Annual cost of living: $48,808
- Average Social Security Benefits: $30,704
2. Green Valley City, Arizona
- Household median income: $57,785
- Single family home average value: $321,915
- Annual cost of living: $41,989
- Average Social Security Benefits: $27,102
3. Sun City West, Arizona
- Household median income: $61,941
- Single family home average value: $398,930
- Annual cost of living: $48,781
- Average Social Security Benefits: $28,190
4. Hot Springs Village, Arkansas
- Household median income: $68,580
- Single family home average value: $305,455
- Annual cost of living: $41,487
- Average Social Security Benefits: $28,754
5. Venice, Florida
- Household median income: $68,843
- Single family home average value: $466,895
- Annual cost of living: $53,436
- Average Social Security Benefits: $27,226
6. Sun City, Arizona
- Household median income: $51,263
- Single family home average value: $329,036
- Annual cost of living: $44,204
- Average Social Security Benefits: $25,346
7. Sun City Center, Florida
- Household median income: $64,661
- Single family home average value: $341,594
- Annual cost of living: $45,845
- Average Social Security Benefits: $26,759
8. Punta Gorda, Florida
- Household median income: $75,898
- Single family home average value: $419,564
- Annual cost of living: $49,123
- Average Social Security Benefits: $28,854
9. Mesquite, Nevada
- Household median income: $69,146
- Single family home average value: $406,306
- Annual cost of living: $48,562
- Average Social Security Benefits: $26,855
10. Englewood, Florida
- Household median income: $61,734
- Single family home average value: $382,567
- Annual cost of living: $47,686
- Average Social Security Benefits: $25,610
11. Murrells Inlet, South Carolina
- Household median income: $71,019
- Single family home average value: $438,475
- Annual cost of living: $49,996
- Average Social Security Benefits: $26,060
12. Pinehurst, North Carolina
- Household median income: $102,917
- Single family home average value: $542,557
- Annual cost of living: $57,335
- Average Social Security Benefits: $28,853
13. Oro Valley, Arizona
- Household median income: $101,394
- Single family home average value: $525,380
- Annual cost of living: $56,423
- Average Social Security Benefits: $29,587
14. Wildwood, Florida
- Household median income: $68,121
- Single family home average value: $319,201
- Annual cost of living: $42,621
- Average Social Security Benefits: $28,259
15. Sebastian, Florida
- Household median income: $65,650
- Single family home average value: $362,710
- Annual cost of living: $46,421
- Average Social Security Benefits: $23,019
16. Naples, Florida
- Household median income: $135,657
- Single family home average value: $713,541
- Annual cost of living: $69,932
- Average Social Security Benefits: $30,538
Potential Challenges
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