Case Study

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CASE STUDY: Maggie and George have always wanted to live somewhere else. Their children live in Phoenix, Albuquerque, and Las Vegas. They would love to live in Hawaii or Europe.

They had never been to Hawaii and are able to take one of their vacations there. They realize that the paradise of Hawaii is a wonderful place to visit. But the long-term isolation, high-prices, and limited cultural opportunities are not what they want.

With the help of a friend who is a professional financial advisor, they investigate the economics of living in Europe as Americans. They discover that their tax situation and income would make it very expensive to live in any of the major cities of Western Europe.

Maggie and George finally focus on the southwestern United States. Living in this region would put them close to family. Its mild climate and many cities with cultural attractions attract their interest. They can visit their children in the cities and gain a great deal of information about life there before considering a move.