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RichLife Advisors is dedicated to being your go-to resource for information needed to make informed decisions about all aspects of retirement. Founder and visionary, Beau Henderson, has dedicated his life to helping others plan for theirs through his many bestselling books, serving as a local and national media resource, hosting educational events, writing regular blogs, and hosting weekly radio and podcast shows.

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[Barron's] 5 Things to Know Before Retiring Outside the U.S. Thumbnail

[Barron's] 5 Things to Know Before Retiring Outside the U.S.

The number of Americans considering retiring outside the U.S. is growing daily. Retiring abroad is far more complicated than you'd imagine. We've been working with a client for an entire year now who plans on retiring to Mexico. And, she is just beginning to feel ready to make the move. Without proper planning, retiring abroad can easily be derailed by financial, emotional, and health-care-related issues. Here are five tips to help soon-to-be retirees and their financial advisors plan ahead: 1. Do your homework. It’s important to map out a process. This is a major life transition. 2. Understand the banking options. Things work differently abroad. You need to know how you will bank and access your money. 3. Take a test drive. Before settling there permanently, take an extended vacation in the location you are considering. 4. Consult with an international tax expert. If you’re an American citizen or resident alien, you most likely will still have to pay taxes in the U.S. regardless of where you live. And, the tax rules are different for every country. 5. Think long-term. Many couples retire to a foreign country when they are healthy. What will happen if one or both end up needing medical or long-term care?

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[US News & World Report]  7 Top Money Lessons From the Pandemic Thumbnail

[US News & World Report] 7 Top Money Lessons From the Pandemic

Life was turned upside down for practically everyone in March 2020 when the world locked down in response to the COVID-19 pandemic. I contributed to this article from the US News & World Report highlighting seven key lessons that every American can take away from the financial uncertainty of the past two years… ⚫ You need an emergency fund ⚫ Retirees need money set aside for market upheaval ⚫ It’s easier to ride out an emergency if you’re debt free ⚫ You don’t need to spend so much ⚫ You can’t time the market ⚫ You need to have a financial plan that provides peace of mind ⚫ Expect the unexpected. Always. Do you have anything you'd add to the "lessons learned" list? Feel free to leave a comment below!

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[Forbes Advisor]  Retirement Planning: How To Retire At Any Age Thumbnail

[Forbes Advisor] Retirement Planning: How To Retire At Any Age

Lots of people make a BIG planning mistake when they begin to look at retiring before they turn 65. They forget that they still need health insurance coverage. And, that can end up looking like another mortgage payment if they have to purchase it before Medicare kicks in for them at age 65. In this Forbes Advisor article, I'm sharing the actual numbers we see every day in the office and a couple of solutions to ensure you don't go broke paying for health insurance before you turn 65.

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