You’d be forgiven if the phrase “retirement planning” caused your eyes to glaze over. But ask yourself two simple questions: What could be more exciting than getting to live in the Bay Area while doing whatever you want, every day? And would you be as happy if you had to leave? With a solid plan in place, you can set yourself up to spend your golden years in the Golden State.
James “Jim” Cunningham is an estate planning, trust and probate law attorney who helps people make those plans. He’s making one for himself, too: He plans to retire here. The founder of CunninghamLegal said he compares living in the Bay Area to living in a house with a great view.
When you’re in that situation, it’s easy to stop “seeing” the view at all. It fades into the background. Cunningham said that’s what happened to his parents and many clients he’s worked with over the years who planned to move to other states when they retired. They got used to living in the Bay and assumed everywhere was just about the same, but with a lower cost of living and fewer taxes…