I'm working with AARP to write an informative article about the most common hidden costs of moving in retirement and how to budget for them. I need industry experts (e.g., certified financial planners who specialize in retirement, tax professionals, retirement coaches, senior move managers/relocation specialists) to share unique insights. To be considered, please send insights to the following questions (all or the ones you can answer): 1. What are the top 5-7 hidden costs (e.g., home modification expenses for aging in place, healthcare provider network changes, Medicare disruptions, tax changes, etc.) that catch your retirement clients off guard when they relocate? Here, it would be helpful to list the hidden costs, followed by a detailed explanation of each/what seniors can do to budget for it, and share real-life examples where relevant/possible. 2. What are the biggest red flags you see when clients are budgeting for a retirement move — what warning signs indicate they’re underestimating costs? 3. What are the top 5-7 questions you recommend retirees ask themselves before making a move to uncover these costs? 4. Can you share a story about a client who got surprised by relocation costs — what happened and how much did it end up costing them? 5. Can you walk me through some specific examples of how Medicare or healthcare costs change when retirees move across state lines? 6. How do state tax differences actually impact a retiree’s bottom line — can you give me some real numbers or scenarios? 7. How do insurance costs — homeowners, auto, health — typically change when retirees move interstate, and what surprises do you see most often? Finally, please provide a good email address AND phone number to follow up if needed (MUST be the source’s contact information)

posted6/11/2025

deadline6/13/2025

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published9/23/2025