Do You Have a Financial Plan?

August 25, 2012

Few people nearing retirement age these days have a Financial Plan.

It’s a good idea since this leads to a secure retirement most often.
More and more people in North America are considering moving out of the USA or Canada as a part of their retirement plan.
“In a survey of readers on March 22, 2010, found that nearly 96% of respondents said they are more likely to move out of the United States than they were last year.”
Did you know that many people who have retired here to Lake Chapala report that their cost of living compared to the USA or Canada is considerable over all much lower. In some cases as much as 40% lower.
Should Lake Chapala be Part of Your Financial Plan?
Each person’s situation is different, but I sincerely believe that if you include Lake Chapala in your Retirement Financial planning that you can afford to retire sooner, better and much more luxuriously.
Many find they can live as well or better here on as little as $1500 USD a month if they decide to buy a home here.
Now, is a great time to pick up a bargain property as our market is slow. Not ready to retire quite yet, but would like to get a bargain property while our prices are still low?
Some of my clients have bought homes here, but continue to work up North and rent their homes out here for income. They come to visit when they can get away when their investment home is not rented.
Snowbirds can rent to “Sweat Birds” (Folks from the Southern USA trying to escape the 100 degree F. weather) and come to visit their home here in Winter escaping the frigid weather and snow back home.. or if they can’t get away then, renting to other Snowbirds.
So, consider adding Lake Chapala to your Financial Planning. You’ll be glad you did.
Let me know how I can help. I want to be your “Guy on the Ground” here at Lake Chapala… and then later I want to be your Buyer’s Exclusive Realtor. The seller will have his Realtor and I believe you should have someone in your corner looking after your best interests as well.
I do not accept listings and only represent buyers in real estate transactions here at Lake Chapala.
Want to know more. Let’s set up a conference call on my nickel.
I look forward to answering all your questions about Lake Chapala. Or. send me an E Mail to to get the ball rolling in the right direction.
Your retirement happiness is my goal. Let’s work together to make it happen.
You can do it. I can help.


  • Mark Terry

    I’d love to move to Chapala.  But my rent here (which is subsidized by HUD) has just been reduced to $46 per month.  And I can use my Medicare here, which I can’t in Mexico.  So maybe I’ll just have to be a “snowbird” visiting Mexico from time to time (my income is no high enuf  to qualify for FM-2 or FM-3).

  • Sid Grosvenor

     Hi Mark, Sorry, you can’t qualify for an FM visa. You can enter for 6 months
    on a tourist visa and still enjoy much that Mexico has to offer.

    Tu amigo, Sid

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