Two calculations are required

There are two calculations you will need to make to determine the financial means you will need to have at your disposal to retire in Mexico:

• the first calculation is related to the financial requirements to qualify for a residency permit in Mexico, and
• the second calculation is related to your real living costs in Mexico that will be determined according to your individual circumstances, personal choices, and lifestyle plans.

Income or savings/investments required to obtain a residency permit

The financial requirements to qualify for a residency permit have risen in recent years.

Monthly income —v— savings/investments to qualify

Unless you intend to lead a ‘high octane’ lifestyle, the monthly income required to qualify for residency in Mexico is considerably higher than the typical costs of living in Mexico.

A corollary of this is that some people who want to retire in Mexico don’t have sufficient monthly income to qualify but do have sufficient income to live here.

If your pension income doesn’t meet the current income requirements, you can instead qualify based your savings/investments—and many people who have been saving throughout their lives will have sufficient savings and investments to qualify, even if their monthly income does not meet the minimum threshold.

The links in the box below contain detailed information to guide you about this. The include information about the current amounts of income or savings/investments you need to demonstrate to qualify for residency under the auspice of ‘economic solvency’ as well as other routes to residency besides ‘economic solvency.’

Income required to sustain your retirement in Mexico

The second calculation you’ll need to make concerns working out your real living costs in Mexico, and these will be determined by your individual circumstances, your intentions, and your lifestyle choices.

The question: “How much does it cost to live in Mexico?” has no specific answer because the amount of money you need to live and sustain yourself here will depend on an assortment of factors, the most common of which include:

• where in Mexico you choose to live: the most popular places also tend to be the most expensive to live in—from rents and house prices to everyday living expenses;
• whether you will rent or buy a home in Mexico;
• whether you have homeowner association fees to pay in addition to other expenses;
• the state of your general health and well-being: healthcare insurance premiums are higher for those with previous ailments, and while medications are less expensive in Mexico, they are still a cost and might have to be paid out of pocket;
• whether you’ll have a car or other vehicle(s) in Mexico to run and service;
• how often you travel, including trips back to your home country;
• what lifestyle choices you make including things like how and where you shop, how often you eat out, how much alcohol you consume (alcohol prices have been rising steadily in recent years), how much you spend on non-essentials, how much you spend on healthcare matters and medications, etc.;
• how much home help and other domestic assistance services you want or need: for example, whether you hire a housekeeper (and how often), a gardener, someone to maintain your swimming pool, if you have one, and other home services, e.g., nurses, or in-home care givers;
• how often you intend to travel within Mexico as well as how often you travel back-and-forth between Mexico and your home country.

Our guide to the cost of living in Mexico is a comprehensive resource that explores real living costs in Mexico and helps you to step back, make an assessment of your situation, and formulate a budget based on your individual circumstances.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.

• Comprehensive guide to living and lifestyles in Mexico
• Articles about lifestyle planning in Mexico
• Articles about living costs in Mexico
• Learn about obtaining residency in Mexico
• Latest articles about retirement in Mexico
• Is Mexico right for your retirement?
• Benefits Mexico offers to retirees
• Discovering potential places to live in Mexico
• A regular Mexico Newsletter you can subscribe to for free

Place is personal, subjective, and important—and as you consider places to live in Mexico, Mexperience helps you to consider your choices and shortlist locations that may suit your lifestyle needs.

Discover locations to live, work or retire in Mexico

To help you discover and explore potential places to live here, Mexperience publishes a curated list of locations to consider for living, working or retirement in Mexico—organized by popularity and notoriety and classified by the location type.

Our articles introduce you to key places where many foreign residents live now, emerging locations that are becoming increasingly popular with foreign residents, as well as those places that are less well known, or situated off-the-beaten path. We also publish a selection of detailed guides of places to live in Mexico:

Detailed living guides

For detailed guides to selected places to live and work or retire, connect to our section with Guides to Living Places in Mexico

However, Mexico is especially attractive to retirees because some of these features and benefits can be especially helpful to people in retirement.

This article summarizes the key benefits Mexico offers to retirees and connects you to detailed information and local knowledge published here on Mexperience for further reading and research.

Agreeable climates

Climate affects us every day, and Mexico offers agreeable climates, often temperate or warm, and cold only at higher elevations in certain regions—and then only for limited times during the year.  Connect to a wide range of articles and guides on Mexperience for more details about climate, seasons and weather in Mexico.

Plenty of choices for location types

Mexico offers retirees choices in the types of places they can live in; from coastal locations that offer winter warmth, to mountain towns at elevation that offer year-round temperate climates.

Some places are more urbanized, others offer a countryside idyll surrounded by nature.  ‘Remote’ places popular with foreign residents tend to be within an hour’s drive of a large town or city that offer services and amenities retirees often seek, including healthcare services and major stores.

Our articles about discovering places to live in Mexico offer practical insights that can help you to consider the various locations on offer and discover potential places to live in Mexico so you can narrow your short-list according to your situation and considered lifestyle needs.

Fresh, locally produced food and drinks

Mexico’s shops and markets provide you with an abundant assortment of fresh food, especially visible at the vibrant, fragrant, local open-air markets here.

The year-round availability of delicious fresh fruits and vegetables, accompanied by a parade of colorful drinks and beverages made using them, makes Mexico one of the most attractive countries to be in if you enjoy good wholesome food that is also affordable.

Mexperience helps you to discover food and drink in Mexico as part of of your retirement research and planning.

Ample range of local products and amenities

Retirees coming to Mexico, especially those from the US and Canada, are likely to feel at home when it comes to obtaining many of the products, services, and amenities they have become accustomed to in their home country.

Mexico’s retail markets are extensive and well-developed; and there’s a large and growing selection of online shopping choices too.

Many products and brands foreign retirees are accustomed to seeing back home will be available in Mexico, either at one of the many supermarkets, through specialist retailers, or through online shopping options.

There are still some exceptions, for example, black tea, and alternatives for smokers are conspicuously absent; but Mexico today offers more choice and variety than it ever has before, and the range and selection of products and amenities continues to improve each year.

Local leisure amenities, including cafés, bistros, restaurants, gymnasiums, event centers, cinemas, theme parks, national parks and reserves, campsites, etc. are plentiful and readily accessible.

Affordable living costs

Retirees have different cost structures compared to people moving to Mexico who are of working age and perhaps with children to raise; for examples:

• they have no school fees to pay or children to ferry around and take on school trips;
• most have no mortgages and may also have no other substantial debts to service; and
• they might also be able to live in Mexico without a car, which can save costs.

However, retirees have costs to consider and budget for in other areas that younger people might not have, perhaps healthcare costs being the major expense, and other assistance services, including home help and specialist care services that might have to be considered and duly funded.

Accessible transportation and communications

Most retirees travel within in Mexico to explore the country, as well as take trips to travel back to their home country to see family and friends (or they might receive visits in Mexico).

Some people retiring to Mexico might do so part time, spending only part of the year in Mexico, perhaps to overwinter here.

It’s for these reasons that good transport links, including decent roads and access to international airports, becomes important.

Mexico offers a well-developed and reliable transportation infrastructure that enable you to travel and be near other people who are close in your life, as well as excellent communications networks that enable you to keep touch at a distance, affordably.

Ample choices in accommodations

Retirees coming to Mexico who want to rent will find an ample choice of property types to choose from; our article about the practicalities of renting a home is worth reading to get local insights about that. (See link below.)

A wider selection of property types is available to retirees seeking a home to buy; and engaging the services of local real estate agent is an effective way search and buy a home here.

The links to the articles below help you to consider your accommodation choices when you’re thinking about retirement in Mexico.

World-class health and wellbeing services

Healthcare services and the availability of medicines is often near the top of retirees’ needs and concerns when they plan a move to Mexico.

All of Mexico’s popular retirement destinations are well served by doctors, dentists, opticians as well as a range of clinical and hospital services, including emergency care and specialized medical professionals and services.

Thriving retirement communities

In addition to the ample variety of types of locations on offer, the more popular locations to live in Mexico offer thriving and well-established retirement communities that help newcomers and long-time residents to get involved in local groups, societies, and events.  This is especially helpful when you are endeavoring to settle properly into Mexico, long term.

Safety, and economic stability

Although media reports about security matters have put-off some people from visiting or retiring to Mexico, foreign residents of all life stages report that they feel safe in Mexico, and that the reality they live here every day is characterized by regular routines and being part of strong local communities where people look out for each other and work together to resolve issues if problems arise.

Retirees also enjoy stable lifestyles here, too—as the macroeconomics of the country are well-managed, markets work well, and there is a wide and regular availability of goods and services available, including increasing ranges of goods available through online companies that specialize in offering less common and imported products.

Warm, welcoming culture and language

Although English is widely spoken across Mexico, especially in the most popular retiree enclaves and tourist towns, learning or improving your Spanish language skills will help you enormously as you settle into your retirement in Mexico because it will give you deeper access to the local culture and enable you to integrate in ways that those who don’t speak Spanish cannot.

Mexico’s rich culture and its canny ability to assimilate foreign things without losing its own identity, offers retirees the opportunity of experiencing unusual celebrations and traditions which are nonetheless familiar.

Retirees get a front-row seat to all this culture and the events that surround it, and while others may dream of visiting Mexico in-season to experience these events, they are part of everyday life here for retirees in Mexico.  It’s an enormous, and often overlooked, benefit of living here.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.

• Articles about lifestyle planning in Mexico
• Latest articles about retirement in Mexico
• Discovering potential places to live in Mexico
• Cultivating your home life in Mexico
• A regular Mexico Newsletter you can subscribe to for free

Some people who know Mexico and have been visiting here for many years may have a clear idea about where they want to live.  The place is known to them, they might already have an established network of acquaintances, friends, and contacts there; they are probably familiar with the location and the areas surrounding it, and they might even own a home there already which they have been using for extended visits without having moved to Mexico to live full-time.

Others may have some outline thoughts and ideas about the different regions, and some limited experience of having visited some places in Mexico. Some people will be approaching Mexico for the first time, with little or no prior knowledge of the country.

This article highlights and explores key factors and choices to contemplate as you consider short listing potential places to live or considering whether places you already know will be suitable for your lifestyle needs.

Key factors to consider when you’re researching places to live in Mexico

For many people, choosing a place to live in Mexico can be something of a blank canvass.  Our detailed article about matching your lifestyle needs with your location provides helpful foundational guidance that will help you to consider places beyond their notoriety or current popularity.

Key factors are summarized in the section below; and by connecting to our related articles and guides, you’ll be able to begin your search in earnest for potential places to live here.

Our series on places to live, work or retire in Mexico summarizes a list of specific locations to discover and consider.

Local climate and seasons

The climate and seasons are key factors you should consider when you’re exploring potential places to live in Mexico.  Places you visited on vacation might be fine for short periods, or during certain seasons; ideally, seek out locations that offer climates which will be agreeable to you and your intended lifestyle activities year-round.  Our article, land of three lands, describes Mexico’s three principal climate zones, and our article, hot coasts, cool colonial cities, describes the contrasts between living along the coastal plains and living in the highlands.

Consider the local topography

Also consider the topography—the terrain matters because it affects climate, accessibility, and practical matters like getting around and adjusting to living at elevation.

Mexico’s beautiful mountain towns are quaint and picturesque, but some of them are literally built-in to the side of a mountain and feature steep roads and sidewalks. In some mountain towns, houses are constructed on several ‘terraced levels’ to compensate for the steep terrain on which they are built.

The beautiful colonial cities of Guanajuato and Taxco are good examples of this.  If you have or develop any mobility issues, these sorts of places can be, or become, physically challenging to live in.

You might also to consider how you will cope with living at elevation; most people can adjust to living in thinner air, but you ought to keep this in mind if you’re moving from a low-elevation area to living a mile or higher up on a mountain.

Choosing between urban, semi-urban, and rural locations

Another key element to consider is whether you want to live in an urban, semi-urban, or rural location in Mexico.

Mexico’s cities offer all the services and amenities most foreign residents need and are also the most crowded.

Semi-rural locations are generally small or medium sized towns within a 30-to-60-minute drive of a big town or city.

Rural Mexico is unlike rural towns and villages in the US and Europe, for example; it offers some outstanding opportunities for picturesque countryside living, but it will require you to make some compromises and organize your lifestyle routines somewhat differently than if you are in a larger town or city.

The value of good a real estate agent

Working with a local real estate agent, especially when you’re buying a home, can be a worthwhile investment. Well established realty agents carry a wealth of local knowledge, and the best ones have lived and worked at the location they represent for several years or more.  A good local agent can apply their experience to give you invaluable insights and assistance in finding a home, and settling-in by connecting you to local contacts and helping you to make new acquaintances some of which might evolve into new friendships.

Speaking Spanish is important, regardless of location

It’s quite hard to live in Mexico and operate effectively on a day-to-day basis if you don’t speak at least some Spanish.

Living in or near a community of foreign residents will provide you with an immediate support network and there will be people there who can ‘show you the ropes’ and interpret for you if you are new in Mexico and speak little or no Spanish to start.  However, not all places that you might want to live in Mexico offer this, and so being able to converse in Spanish becomes essential.

Being able to converse in the local language offers access to the culture and enriches your overall experience of any foreign country. You will enjoy Mexico a lot more if you take some time to learn, or improve, your Spanish language skills.

Mexperience offers resources including an entire series of articles that help you to get acquainted with the context and nuances of Mexican Spanish language in everyday usage, and shares connections to language learning online, and at schools in Mexico.

Choosing between expat, local, and gated communities

When you have chosen a location to move to in Mexico, you will have three broad choices regarding the type of community and neighborhood you live in; these are:

Expat community locations: to live among other foreign residents, in well-established locations that are popular and often concentrated with other foreign residents; or

Gated communities: to live as part of a gated community that is most likely to be home for a mix of foreign residents and Mexicans; or

Traditional neighborhood: to live in traditional local Mexican neighborhoods.

Expat community locations

If you choose to live in a location that is popular and well-established with other foreign residents, —Lake Chapala, San Miguel de Allende, and Puerto Vallarta are prime examples— you’ll likely find yourself living in a neighborhood or area that has a relatively high concentration of other foreign residents living there, too.

This can provide excellent social and practical support, especially during your settling-in period, and can be enormously helpful as you begin to make new acquaintances and friends and need advice about contacts for services and amenities that you want or need locally.

You also have the advantage of moving into a mature community that has well-structured and organized groups and local societies that address many of the needs and interests of foreign residents.  They also provide helpful opportunities to meet socially with people who share your language and culture.

Many foreign residents move to these well-established places and cultivate thriving lifestyles there. The higher demand for these locations means that you are likely to pay a premium for property—whether you rent or buy.

A potential risk of creating a dependent lifestyle in these places is that you might settle yourself into some form of ‘lifestyle bubble’ that is somewhat removed from everyday Mexico and by design limits your social circles—but it doesn’t have to be this way: plenty of people enjoy the benefits of living in communities heavily populated by foreign residents and integrate constructively with local people, culture, and events; learning (or improving) your Spanish is a key skill in this respect.

Living in gated communities

Regardless of whether you live in a location that has an established community of foreign residents already living there, or somewhere less popular with foreigners, most towns and all cities offer the choice of living in a ‘gated community’—a private complex of residential homes that might also feature some shared spaces for social gatherings and other residential amenities like swimming pools, children’s play areas, sports facilities, gyms, and roof gardens.

Most condo units are part of a gated community. Our Guide to Real Estate in Mexico describes the types of homes available in Mexico, including those inside gated communities.

These gated communities offer several advantages, especially regarding management and security, as most of the matters related to maintenance, utilities, and upkeep are managed on behalf of the owners (or tenants) in exchange for a monthly Homeowners Association (HOA) fee.

The ratio of foreigners to Mexicans living in gated communities varies greatly and depends on the location, the locale, and the gated community itself.  If there is a strong contingent of foreign residents living there already, you might find connections there to expat groups, societies, and events through meeting your neighbors and local notice boards or private online social media groups run by the residents.

In gated communities where foreign residents are not highly concentrated, you can still make new connections and get involved in local community activities through meeting your new neighbors, kindling acquaintances, and developing new friendships.  Being neighborly is also an ideal way to improve your Spanish and many Mexicans enjoy talking with foreigners so that they can practice and improve their English.

Living in local Mexican neighborhoods

Some foreign residents seeking a place to live in Mexico might consciously make a choice to avoid places that already have strong contingents of other foreign residents living there; choosing instead to seek less popular places and to live in traditional Mexican neighborhoods where few other foreigners are likely to live in the immediate vicinity.

Most (but not all) foreigners who choose to live within the heart of a local Mexican community will know Mexico already, and their choice of community will come about either through knowing the location where you’ve chosen to live, or perhaps through having rented a home locally for a while and explored potential local options before deciding.

Some people who move to Mexico are more intrepid and carry within them the motivation and character to beat a new path for themselves and thrive without the need for a location already established by foreign residents, or within the managed structure of a gated community.  They might or might not know Mexico well; and some might live with Mexican partners or family here, which facilitates a move into a traditional Mexican neighborhood environment.

Property prices (rentals and purchases) are generally lower in local Mexican communities than in locations already settled with a high concentration of foreign residents.

Cultivating a lifestyle within a Mexican local community will require you to have a good-enough command of the Spanish language to be able to operate, especially regarding finding a house to rent or buy locally and maintaining that property—that you will also have to manage yourself.  Our guide about home maintenance and security offers in-depth practical tips for doing that.

You’ll also need to assimilate Mexican social culture more quickly, and possibly without the aid of other foreign residents nearby providing their personal experience and guidance; our free guide to social etiquette offers an excellent primer.

Factors that may influence your location shortlist

When you have considered what is influencing your choices about a places to live and undertaken some research of specific places to live, the next logical step is to compile a shortlist of places that you would consider moving to in Mexico.

Most people’s shortlist will likely be influenced by these significant factors:

Familiarity

Familiarity of the location(s) and area(s) is important.  If you have visited the location before, and recently enough, —perhaps on vacation— you will already have a feel for the place, and possibly a sense about whether it might be suitable as a place to live, work or retire.  Some additional research to discover its year-round climate (not just the seasons you have experienced there) and how it compares to your lifestyle intentions and requirements, will help you to determine whether any places already familiar to you in Mexico might be potential options for a location to live.

Environment type

Having established whether you want to live in an urban, semi-urban, or a rural location, you can further refine your options and filter your list on that basis.

Coastal plain or colonial highland

If you have decided that you want to be on or near the coast, or living inland at elevation, then that will provide another filter to narrow your choices; if you are open to coast or inland (highland) living, then your ultimate choice is likely to be determined by other factors —for examples, the availability of local services and amenities, and community connections— instead of climate.

Health, amenities, accessibility, communications, and schools

Other key factors you ought to consider include local access to health and clinical services, (especially if you have an existing medical condition and may require urgent assistance); access to local amenities that are important to you, e.g., stores, gyms, leisure or local community facilities, art and culture centers; proximity to transport hubs if you intend to travel a lot (e.g., airport); access to reliable telephony and internet services, especially if you intend to work professionally from home; and the availability of educational establishments if you have school-age children.  Our article about matching your location with your needs describes these things in detail.

Exploring places to live in Mexico

Our series about places to live and work or retire provides a list of key locations to discover and consider.

The references below offer further connections to helpful and insightful articles and guides that can help you to carefully consider significant matters as you discover and explore places to live in Mexico, consider key decision-making factors and, using that knowledge, compile a shortlist of locations for review.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.  Resources include:

• Articles about lifestyle planning in Mexico
• Discover places to live in Mexico
• Principal routes to legal residency in Mexico
• Latest articles about lifestyles in Mexico
• A regular Mexico Newsletter you can subscribe to for free

This article explores typical profile patterns of foreign residents who come to Mexico to live and work or retire, and also describes the key considerations which influence people’s level of commitment when they come to live here.

Foreign residents’ commitment levels vary

While everyone’s situation has unique aspects, people who come to Mexico to live and work or retire tend to fall into one of these profile patterns—and reviewing these can help you to consider what level of commitment you might have.

Full-time residents, fully committed to Mexico

Foreign residents who are fully committed arrive to live and work or and/or retire full-time and settle permanently in Mexico.  They usually sell their home abroad and move all their personal goods to Mexico.

They might already own a home in Mexico, or will purchase a home, perhaps renting somewhere for a time while they scout for and find the property they want to buy.

Some people might commit to Mexico this way and rent a home instead of buying; for example, if they have sufficient income to rent, but insufficient capital to buy—or if they prefer the flexibility that renting a house offers.

These types of retirees tend to visit family and friends in their home country at least once a year; and family and friends may also come to Mexico to visit them.

Our article about considering choices for accommodations in Mexico shares further insight about whether to buy or rent in Mexico.

Full-time residents, partly committed to Mexico

Foreign residents who are partly committed arrive to live and work and/or retire full-time in Mexico, but tend to keep their home and other significant assets abroad.  They either rent long term or buy a home here if they don’t own a home in Mexico already.

They will likely make regular annual trips back to their home country, perhaps at certain times or seasons of the year, to be with family and friends they have outside of Mexico.

Part-time residents, living in Mexico for defined periods

Foreign residents who arrive to live and work and/or retire in Mexico part-time, for defined periods are not fully committed to Mexico and tend to hold considerable assets and perhaps work and family commitments abroad.

When and how long these types of foreign residents stay in Mexico varies, and dates and seasons might depend on individuals’ own circumstances and commitments they have ongoing here, and elsewhere.

Foreign residents who overwinter in Mexico are commonly termed as “snowbirds”—who typically arrive in November and leave in April or May of the following year.  They might own or buy a home in Mexico, or they might rent a house here—and they’ll probably keep a home abroad.

Frequent shuttling or short stints in Mexico

Some foreign residents, especially (but not exclusively) those who live near the southern US border, might shuttle frequently between a home in the US and their home in Mexico.

Others might live most of their time in their home country (or another country) and live in Mexico for a short stint or stints: either for a single, defined period during the year, or through several shorter periods in weeks or months peppered throughout the year.

These types of residents will almost certainly own a home in Mexico, although some might have long term rental arrangements in place.

In years past, foreigners who arrived in Mexico to live this way would not bother getting a residency permit and stay in Mexico using a visitor permit instead.  However, with changes to the way foreign visitors are admitted, it’s prudent to apply for a residency permit in Mexico.

Considerations that tend to influence commitment levels

How long you spend living in Mexico, and how much commitment you make to cultivating a life and lifestyle here, will depend on many things and is ultimately  determined when you define your intentions for moving to Mexico to live and work or retire.

This section describes key considerations that tend to influence people’s decision-making.  Contemplating these these as you make your own deliberations can be helpful as you think about your move to Mexico, or making changes to your current arrangements if you already live here.

Your social and family ties

The choice about whether to live in Mexico full-time or part-time is oftentimes influenced primarily by people’s social and family ties back home.

If you have strong friendships, children and grandchildren that you are close to and want to see them more often than through occasional visits, then you might choose to make Mexico a part-time living place.

Most people who live in Mexico part-time choose to live here during the months of the year when the climate is least agreeable in their home country—and for most that’s the late fall and winter months in the northern hemisphere, when foreign residents arrive to overwinter in Mexico.

Attachment to your home country

Another key influencing factor is how attached you (and your partner and family as relevant) feel to your home country.

For example, some people find the notion of selling the family home —where children were raised, and lifetime memories were engrained— difficult. It’s easier for some people to let go, and more difficult for others.

As you contemplate this, consider your partner’s feelings about the matter; as we noted in a related article about setting out your intentions for moving to Mexico, moving abroad when a one partner is enthusiastic and committed and the other is lukewarm or unpersuaded can break relationships—even long-standing ones.

The distance between Mexico and your home country

Consider how long it takes you to travel between Mexico and you home country.

If your home in Mexico is close to the US-Mexico border and your other home is in the southern US, this might be relatively inconsequential.

Conversely, if your home country is Europe or Japan, your travel time between the two countries will be substantial.

Most Americans and Canadians that fly home will have to travel for between 6-12 hours to get to/from Mexico, door-to-door.  Most Europeans will need to travel for between 24-30 hours to shuttle between Mexico and their home country, door-to-door.

Aside from the time, effort and financial resources you’ll need to expend to travel between Mexico and your home country (especially if you continue to have significant ties to your homeland), there is also a psychological aspect to take into consideration that’s also related to your commitment level (see first section, above).

If you’re only living in Mexico part time and your home country is far away and you have significant commitments and attachments there, this is likely to eventually take a toll on you even if you are able to fund the continual traveling.

Logistics, financial resources, and personal energy

Persistent traveling may become more burdensome for some as they grow older.

Living part-time in Mexico and part-time elsewhere every year requires you to manage at least two sets of homes, two lifestyles, and two ‘lifestyle structures.’

The logistics become more complex if you must rent out one house or the other as part of your income needs.

Shuttling between two countries requires considerably more financial resource and moreover it demands time and energy from you personally every time you shuttle.

Consider the impact this will have on your budget longer term and, more importantly, on your body and overall wellbeing: as we grow older, constant moving may become less attractive, and for some also less viable.

Offspring’s perceptions and concerns

People who come to to live, and especially those who come to retire, often have grown children (and grandchildren) living in their country of origin, or in a country other than Mexico.

Most adult children concern for their parents as they age, and if you choose to live in Mexico, it’s sensible to share those intentions with any children you have and express to them how long and what level of commitment you might make to Mexico in the longer term.

Some children might be quite comfortable with the notion of their parents living or retiring abroad in Mexico; others might see it as fancy experiment that will be short-lived, while others might express worry or fears—especially if the parents are ‘selling-up’ and moving to Mexico full time.  These personal family connections can become significant influencers in the decision-making.

If you intend to commit to Mexico long-term and make Mexico your ‘primary home’ then be sure to communicate this intention with your close family; and consider the longer-term impact, including estate planning and, related to that, senior care services and end-of-life planning.

Some people retire with the intention of living out the remainder of their lives in Mexico and if you become unable to make decisions it’s helpful to have a (legally-binding) plan in place that may prevent others from acting against your wishes and moreover facilitate the implementation of yours and your partner’s wishes.  Hire a Notary Public in Mexico to talk about living wills, and/or consult with a professional financial advisor or attorney.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.

• Articles about lifestyle planning in Mexico
• Defining your intentions for moving to Mexico
• Matching your location with your lifestyle needs
• Discovering potential places to live in Mexico
• A regular Mexico Newsletter you can subscribe to for free

Before you can assess whether Mexico is right for you and your situation, the matters concerning:

• your approach to retirement in Mexico;
• defining your intentions to move here; as well as
• factors that may influence your choice of location; then
• taking the time to settle-in properly to Mexico; and
• finding balance in your day-to-day lifestyle in Mexico…

…are entirely relevant to potential retirees as well as anyone else considering a move to Mexico—see the links in the box titled Further Insights below for more details and articles on these topics.

In essence: If Mexico as a country to live in is right for you (and your partner, and family where relevant), then it’s highly likely that Mexico will suit you for retirement, and that you will be able to cultivate a healthy, wholesome, and fruitful retirement lifestyle here.

Conversely: However attractive or suitable Mexico might appear to you in terms of its climate and environment, amenities, services, and cost of living, if you (and/or those close to you) cannot adapt to Mexico —and create a retirement lifestyle here on Mexico’s terms— then you are unlikely to find contentment in retirement by being here.

Mexico offers an ample variety of places and benefits that can be especially attractive to retirees the resources for retirement in Mexico here on Mexperience help you to consider practical matters and compromises that future or budding retirees may have to consider as part of their deliberations and planning for a retirement lifestyle in Mexico.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.

• Articles about lifestyle planning in Mexico
• Latest articles about retirement in Mexico
• Discovering potential places to live in Mexico
• A regular Mexico Newsletter you can subscribe to for free

This series of articles introduces you to a curated list of locations throughout Mexico that foreign residents consider to live, work or retire in Mexico.

Emerging places to live in Mexico

This article in the series introduces you to locations in Mexico that do not have significant numbers of foreign residents already established and are generally places ‘off-the-beaten-path’.  These locations may be of interest to potential foreign residents and retirees seeking someplace more traditional, unusual, and with a lower concentration of foreign residents living there.

Acapulco

Acapulco continues to attract a certain type of foreign resident; usually those who know Mexico well and enjoy the old-world charms of these lands. Acapulco offers coastal living in a port city with an authentic and traditional Mexican feel featuring a wide range of local services and amenities.

Some head to the ‘old town’ of Acapulco —more or less west from the downtown areas— where, in the 1950s and 1960s (and for most of the 1970s) the rich and famous had homes. Those properties, now looking dated and some also severely dilapidated and in need of restoration, may be acquired at value prices.

If you want something more modern and up-scale (with prices to match), head south-southeast around the bay to the Diamante area. On this coast road from downtown Acapulco toward Diamante, you’ll also pass residences overlooking the outstanding Acapulco Bay (it’s said that only Hong Kong can better it for style), but you’ll need deep pockets for those mansions—if one happens to be for sale when you’re looking.

Acapulco’s heyday is long past, although the new Diamante area, near the airport with a relatively new international expo center adjacent, high-end hotel resorts, and contemporary residential developments, is proving a popular choice with potential new residents seeking modern facilities, tranquil living, and easy access to the traditional downtown and old town areas of Acapulco.

The Diamante area of Acapulco is now connected via a (tolled) road tunnel that makes the trip faster and easier than the narrow (but picturesque) coastal road that has become increasingly congested in recent times, especially during weekends and holidays.

Campeche

Campeche is a picture-postcard colonial city situated along the shorelines of Mexico’s Gulf coast. Relatively unknown, even by travelers, this ancient port city holds potential for foreign residents seeking a coastal lifestyle amidst a historic and visually attractive colonial setting.

Real estate developments have already begun to emerge here as the city begins to attract some attention from Mexican and foreign investors: high-end housing and condo communities are being built and sold across stretches of the beautiful coastline in this area.

It’s a city with a low concentration of foreign residents that attracts people seeking the ‘authentic’ feel of Mexico, without the commercialization and notoriety that has characterized some other coastal towns and cities.

Campeche is well served by an international airport offering connections to Mexico City and the USA and is also within an easy two-hour drive of the important and picturesque city of Mérida

Comala and Colima

Comala offers semi-rural living in Mexico, off the beaten path, and ideal for foreign residents seeking a place to live that offers an authentic Mexican experience where you can fully immerse yourself in local culture and cultivate a traditional lifestyle integrated within welcoming and friendly communities.

This countryside idyll is situated just 20 minutes by road from the capital city of Colima; about a 2.5-hour drive southwest of Guadalajara —Mexico’s second largest city— and approximately 90-minute drive east of the commercial port and resort town of Manzanillo—on the shores of the Pacific Ocean.

When you’re looking for a place that’s far removed from the usual locations potential foreign residents tend to shortlist, amidst a rural idyll with easy access to urban services and amenities and good transport links, Comala can provide a countryside lifestyle amidst one of the most fertile and colorful regions of Mexico.

Ixtapa and Zihuatanejo

Ixtapa and Zihuatanejo are two adjacent and contrasting towns on the shores of Mexico’s Pacific coast, situated about 160 miles northwest of Acapulco. Most foreign residents and retirees who come here to live choose the traditional and quaint ‘village’ feel of Zihuatanejo instead of the modern ‘vacation resort’ of Ixtapa; although the latter offers a wider assortment of amenities on the doorstep. There is a good road connecting the two locations, which are only a few miles apart and the local airport offers connections to Mexico City as well as the USA (some flights are seasonal)

Puebla and Cholula

Puebla is a picturesque colonial city within easy reach of the capital by road, and well connected to the adjacent state of Morelos —home to Cuernavaca and Tepoztlán— via the spectacular Siglo XXI highway that offers unparalleled views of the Popocatépetl and Iztaccíhuatl volcanoes.

The heart of the old city is the most picturesque to live in; the rest of the city extends out and around from the historic center into a series of contemporary districts and neighborhoods more akin to the look and feel of Mexico City.

Puebla is one of Mexico’s more industrial cities (large corporations have offices and factories here) and some people who want (or need) to live near Puebla but want to be away from the city might choose the adjacent town of Cholula, famous for its churches, its university quarter, impressive views of the volcanoes, and host to one of the world’s largest pyramids (by volume).  Cholula offers a more serene and provincial feel; the town is also a popular tourist attraction that becomes busy during the weekends.

Puerto Escondido

Puerto Escondido, a surfers’ beach town and chic oceanside town is a ‘niche’ location for foreign residents and retirees considering places to live in Mexico.

This Pacific coastal enclave attracts surfers and the bohemians looking for rustic, authentic —often remote and undiscovered— Mexico by the sea. If you’re a surfer, an artist, a romanticist, or a hippy-at-heart (or for real), consider Puerto Escondido (and nearby Puerto Angel) as you scout for places to settle in Mexico.

Puerto Escondido is one of the more remote places you can choose to live in Mexico; you can fly here, but if you intend to move around on land, it’s a seven-hour drive to Acapulco; about a 90-minute drive to Puerto Angel, and an eight-hour drive to Oaxaca City over heavy mountainous terrain.

Puerto Escondido is one of those locations that attracts and retains certain types of foreign residents; if you’re attracted to alternative lifestyles, remote places, and stunning coastal scenery, a reconnaissance visit is essential to get to know the town, its people, and the surrounding areas.

San Cristobal de las Casas

San Cristóbal de las Casas is a highland mountain town, situated amidst the thickly wooded mountain jungles in the state of Chiapas in southern Mexico.

Like Pátzcuaro, its strong ties to traditional cultures and indigenous roots have kept its style and character very distinct to most other places in Mexico.  San Cristóbal is a place to consider when you’re looking for highland mountain living in a relatively remote area of Mexico.

The town is about a 90-minute drive from the nearest big city, the state capital city of Tuxtla Gutiérrez; and a two-hour drive to Comitán de Dominguez, a quaint and quiet colonial town very near the border with Guatemala.

San Cristóbal has a relatively low concentration of foreign residents and retirees, probably due to its remoteness; although for those who do choose to live here, the outstanding natural scenery, the strong indigenous heritage, and the rugged mountain-jungle terrain, are all an integral part of the attractions of this place.

It’s a location to consider when you’re seeking places off-the-beaten path amidst authentic and uncommercialized culture, and when you’re seeking to cultivate a local lifestyle among traditional indigenous highland communities.

San Felipe

San Felipe in Baja California has for many years been a favorite stopping point for travelers exploring the east side of the Mexican Baja peninsula.

Today, San Felipe is a retirement haven with significant investments in real estate projects that have created new infrastructure, services, amenities, and affordable retirement homes.

One of the key attractions for Americans with homes and families situated in the southern US is that San Felipe is just a two-hour drive south from the border (Mexicali) and its location offers an agreeable climate, an outstanding mountain backdrop, and attractive waterside living and leisure opportunities on the shores of the Golf of California (formerly known as the Sea of Cortés).

Veracruz

Veracruz is an important industrial port city on Mexico’s Gulf Coast. Although it may not strike most people considering places in Mexico for living or retirement as a potential location for a shortlist, the city offers certain charms of its own which are particularly attractive to people who know Mexico well and enjoy a fusion of Mexican and Caribbean cultures.

The historic center is frequently likened to pre-revolutionary Havana, and although its colonial buildings lack the majesty of those found in the Cuban capital, this remains a charismatic port city that attracts people seeking coastal living and authenticity away from the traditional tourist and foreign resident trails.

Veracruz city is situated less than four hours by road from the colonial city of Puebla, and about a five-hour hour road trip from Mexico City.

Discover more places to live in Mexico

Connect to the other articles in this series and discover more places to live in Mexico:

• Discover popular locations to live in Mexico: includes locations that have for a long time, or in recent times, garnered considerable popularity with foreign residents (retirees and others) and have active communities of interest established at the location.
• Discover emerging locations to live in Mexico: summarizes locations that have, in recent years, been catching the attention of foreign residents and have fledgling or developing communities of interest present.

Learning about and respecting local customs and social practices is an integral part of assimilating a new lifestyle in a country that is foreign to your home culture.

This guide helps you to navigate Mexico’s contemporary social etiquette and get acquainted with the social graces practiced here. It can also help to prevent you from making embarrassing or unnecessary faux pas.

Becoming familiar with Mexican social etiquette

This guide provides you with a detailed primer about Mexican social etiquette in everyday situations to help you learn about and adapt to local customs. This guide shares valuable insights if you plan to move to Mexico to live, work or retire.

If you plan to work in Mexico, whether you’re living here or visiting Mexico on a business trip, this guide in combination with our Guide to Business Etiquette in Mexico will help you to prepare for your meetings and negotiations.

Social graces and language

Mexico has very polite and courteous mannerisms built-in to its social norms and language. Politeness, patience, and tolerance in all situations —especially in difficult or frustrated ones— is always appreciated, and ultimately rewarded in Mexico.

Conversely, a display of impatience, anger, frustration, or lack of general respect in formal or informal situations can tend to fall on ‘deaf ears’ when dealing with most people in Mexico.

Although those around you may not outwardly react to your conflictive behavior, the ultimate outcome in a situation could be made worse for you through deliberate obstruction or total rejection of your wishes, not because it is impossible to fulfill them, but as a response to what is deemed to be your impoliteness.

Language formalities in Mexico

Politeness is built-in to social graces of Mexican culture, and this is most apparent in use of Spanish language.

• It’s common to use the Spanish language in its formal context —Usted— when dealing with people you do not know or who are senior to you.
• For friends, close associates, and informal situations, the informal —Tú— form of language is usually more appropriate.
• The use of formal language in informal situations in Mexico is often employed as a means to express irony, for example.

To better understand, and ultimately assimilate elements of Mexican social culture, you’ll need a good working knowledge of Spanish and spend time absorbing the nuances of how Mexican Spanish is employed everyday situations.

If your Spanish is rusty (or you’re monolingual), a language course can help.

When you have at least a basic working knowledge of Spanish, Mexperience’s PinPoint Spanish series helps you understand the nuances of how language is used in Mexico.

The etiquette of meeting & greeting people in Mexico

Meeting & greeting formalities are important in Mexico. Following social protocols will demonstrate your interest and sincerity, whereas ignoring them may be interpreted by others as coldness, or outright impoliteness.

Personal space

Mexicans tend to stand closer to each other than people do in the USA and Europe. This might feel a bit awkward to you at first if you are commonly used to having two feet or more of ‘air’ between you and other people (and especially those of the same gender as you), but in Mexico it’s quite common for people to stand and converse more closely than that with each other.  You don’t want to get too close, but stepping back too far may be taken as a sign of mistrust.

Men meeting & greeting other men

Men always shake hands when they meet and before they depart each other’s company.

Furthermore, an abrazo (hug) is shared between friends and may also be shared business associates with an established and productive working relationship. If you are unsure about whether to hug, allow the other person to lead: if, while shaking hands, he pulls you in toward him, follow through with your left arm on lightly his back—and give him 2 or 3 pats on the back.

Men meeting & greeting other women

It’s appropriate and courteous for a man to bow slightly when meeting a woman, regardless of familiarity, and whether the situation is a social or business occasion.

In business situations where familiarity is not yet established, men will politely shake women’s hands when they meet, and before they depart.  It is less usual for women to expect a kiss on the cheek, and most women will simply offer a handshake.

In social situations, and in business situations where a working relationship has been established, women might learn toward you to kiss when they are shaking your hand and if they do, you should follow through with a light kiss on the cheek—and only one kiss.

In regard to hugging, an abrazo (hug) is shared between friends and may also be shared between business associates with an established and productive relationship—hugs are light, and brief.  In business settings, men ought to allow the woman to lead in this matter.

Women meeting & greeting other women

In situations where women already know each other, women will always hug and kiss each other on the cheek.

When women are being introduced for the first time, whether socially or in a business context, a light handshake is a minimum gesture, and it’s also more common for women to share a light kiss and/or a light hug on a first meeting, but not always—wait for your host to lead if you’re unsure.

When departing, a handshake is a minimum gesture in a business context, and in social situations, and where business familiarity is well established, it is quite likely that women will kiss on the cheek and hug before they depart.

Before you part company

It’s important to say good-bye to people properly in Mexico. Leaving a meeting or situation without saying good-bye may be construed as poor form, impoliteness, or coldness on your part.

It’s not appropriate to simply say good-bye from a distance after you have been meeting somewhere together; there should be some physical contact, for example shaking of hands or hugs. See the section earlier in this guide for more insights about greeting protocols.

The use of professional titles in Mexico

Professional titles are an important part social and language etiquette in Mexico —they can be significant status symbol in some professional circles— and even in some informal situations.

Professionals with a degree are not referred to as Señor or Señora or Señorita in professional (and some social) situations, but instead by their professional title.

The most common professional titles in Mexico

When someone is using their professional title, they will be addressed as [Title] First name and Last Name, for example, La Licenciada Mariana Sanchez.

Here are the most common titles you will encounter in Mexico:

Licenciado/a — This is the most common and used to address anyone with a professional degree. Often used for addressing lawyers and Notary Publics, and any senior office worker, senior manager, or official.

Ingeniero/a — This refers to an engineer, and may be used when talking formally to anyone working in an engineering environment, and examples include: building and construction (but see Arquitecto, below), senior staff or managers working in manufacturing or design, and experts in information technology.

Doctor/a — Anyone who has earned a Doctorate in their discipline may refer to, or present, themselves as Doctor/a; it’s most commonly used to address professionals working in medical and pharmaceutical fields.

Arquitecto/a — This title is specifically reserved for those with a professional degree in architecture.

Maestro/a — This term is versatile, and can be used to describe a teacher, a master crafts person, someone who is adroit in the fine arts, and also an experienced or highly skilled builder or trades person, including a plumber, for example.  Read this article for further insights.

Professor/a — This term is used almost exclusively in academia, or to address an academic professor who happens to be working in an industrial or office environment.

When to use professional titles

Although professional titles remain an important and an integral part of social etiquette and language use in Mexico, it’s also reasonable to acknowledge that they are not as important as they have been in previous eras—especially among younger generations.

However, keep these points in mind:

• In the context of formal situations and/or situations of (legal) dispute or argument between parties, professional titles will often not only be employed, but emphasized, and this is part of the formality in those types of circumstances.
• When you are being introduced to someone by somebody else, the person making the introduction might refer to the third person by their professional title and in this case, follow the example and refer to the person by their title.
• If the person you are meeting immediately refers to themselves using their professional title, take that as a cue to know that the conversation will be formal, even if the situation may be a social or informal one.
• You might at some point during the course of a conversation be invited to use perhaps a first name—but the other party must lead this; never assume familiarity.

Dining etiquette in Mexico

Whether you’re dining our formally or informally with others in Mexico, there are certain rules of etiquette to consider as part of the gathering. Here are some local insights about the etiquette of eating out and dining socially here.

Invitations and bill settlement protocols

Regardless of whether the meal is informal, formal, or to discuss (potential) business matters, there are a few graces to consider about invitations and bill settlement.

• If you invite someone to eat out at a restaurant, it is presumed (and expected) that you will settle the bill, including the tip.
• If you are invited out to eat at a restaurant, it is also presumed that your host will settle, and polite to let them do so.
• It is customary for those who have been invited out to eat at a restaurant to offer to pay but this is a social grace, and one that should always be kindly and politely declined.
• If you are invited out to a restaurant for a meal you, too, should offer to pay, and then gracefully accept when your kind offer is politely declined.
• Splitting the bill is not typically practiced in Mexico, except in the case of close friends, or family. (Note: Restaurants will take split payment from patrons if asked to do so.)

Formats for breakfast, lunch or dinner, and supper

The format and length of meals out can vary and is most usually aligned with the time of day, type of meal, and the occasion.

Social breakfasts last for thirty minutes to an hour if the parties have a busy day ahead of them, or might go on for two or more hours depending on the situation.

Lunch or dinner is the main meal of the day in Mexico, and typically starts between 2 p.m. and 4 p.m. You should always plan to spend at least two hours for this meal. It’s impolite to rush off immediately afterwards, unless there’s a prior understanding that you or the other party has other commitments to attend.

Dinners and suppers in Mexico tend to be ‘friends and family’ affairs; supper is taken from any time after 8 p.m. and can start as late as 10 p.m.  Business dinners and suppers are uncommon except between close business associates.

Being invited to dinner to a person’s own home is quite an honor, especially if the relationship is relatively new, or you have recently been cultivating a working or business relationship. You may take wine and/or flowers if you have been invited to dinner at someone’s home.  If you only take one item, we recommend you take flowers.  See gift-giving, later in this guide, for more insights.

Some observations on table etiquette

Here are some notes and tips in relation to table etiquette when you are dining in Mexico, whether at a restaurant or at someone’s home:

• If you are at a restaurant and dining formally, it’s customary to allow your host to order for you. If you are the host, it’s customary to ascertain your guest’s choices and order accordingly on their behalf.
• If you are dining informally, it’s more common for each person to order their own food directly with the waiter.
• If you don’t read/speak Spanish, some restaurants may offer a menu in English, or the menu might be bilingual.  If you’re the host, ensure that someone is at the table who can translate if your Spanish is not good; if you are the guest and there’s only a menu in Spanish, ask the host for guidance.
• Excess drinking is frowned upon in polite company Mexico; always regulate your alcohol intake when taking meals out on social or business occasions.
• It is local custom to offer toasts; the traditional toast in Mexico is “¡Salud!” (health).
• It is customary for the host to say “buen provecho,” or perhaps just “provecho” before commencing a meal; this also serves as a prompt to begin eating, and might be combined with a toast of ¡Salud!  The word provecho is the linguistic equivalent of the French, “bon apetit.“
• Some foods, like tacos, tortas, and tostadas are eaten using your fingers; using a knife and fork may be impractical and even look comical; if in doubt, follow the lead of your host(s).

Tipping etiquette at restaurants in Mexico

Mexico has a strong tipping culture and, if you are settling the bill, you must include a tip (unless the service was poor, that is unlikely).

• 10% to 15% of the total bill is customary, depending on the class of establishment and level of service you received.
• At Mexican diners and fondas and non-fancy restaurants 10% is sufficient; at higher-end restaurants and bistros, 15% is expected for good service.
• The 18%-25% rates now often expected at high-end restaurants in the United States are not practiced in Mexico; 15% is considered an acceptable ceiling for a meal tip.

Time and punctuality in Mexico

The English are so well known for their punctuality that, in Mexico, there’s a phrase people might use immediately after agreeing a time with you, “hora inglesa,” literally translated means “English time.”  The inference is that the time agreed should be strictly adhered to.

For social events, you could arrive 30 minutes later than the time on the formal invitation, or communicated by the host in some other way. In many countries, people rarely show up for informal parties at the exact time, preferring to arrive a little later on, and in Mexico this is quite common.

If you are sending out invitations to host a social gathering, whether its formal or informal, keep in mind that most guests are unlikely show up at the precise time you set on the invitation.

Importantly, it is not customary to define an ‘end time’ for social occasions in Mexico. Sometimes invitations to very formal events might specify a time at which the event will end, but in Mexico the end-time on your invitations ought be left open-ended (i.e., blank), with no end time specified on the invitation.

Dress code in Mexico

How people dress is another important aspect of Mexican social culture.  Here are some insights about attire depending on the climate and social or business situation.

Attire is influenced by local climate

The dress code in Mexico is in good part influenced by the local climate. Suits and heavy dresses in hot and sultry climates may not commonly be worn even for some formal situations (check locally) in which case smart-casual clothing that is light, comfortable, and elegant is often worn in more formal situations in hotter climate zones, whereas heavier formal attire (or heavier smart casual clothing) is often used in more temperate and cooler climates.

Formal meetings in temperate climate zones

For formal occasions in temperate climates —including business meetings, weddings and funerals, and other somber or serious occasions— men should always wear a suit and tie and women a formal dress.  During colder months, overcoats and scarves may be worn, and it’s also prudent to carry an umbrella during the rain season.

Formal meetings in hot climate zones

Except for very formal situations (and at venues where the building is air conditioned), attire for most formal meetings in hot climates is characterized by light and elegant clothing.  Heavy suits and dresses are simply impractical in hot, humid, environments.  Good quality cotton and linen garments can look elegant and provide a natural breathable fabric that will keep you cooler and more comfortable than synthetic fibers.  When dressing formally in a hot climate pay special attention to footwear; overall, “simple elegance” is what is called for.

Informal gatherings

For informal occasions, smart-casual or informal attire may be appropriate depending on the venue and situation.

For casual social gatherings, people’s attire tends to match the local climate: lighter for hotter climates, heavier smart-casual clothes for temperature and cool climates.  Beach shorts and T-shirts are commonly worn at informal gathering with friends coastal locations and in other hot climates; however, if you are meeting informally at a party where you don’t know that many people, something closer to smart-casual might be a better choice, absent a theme, e.g. pool or beach party.

During more formal or special occasions, for example birthdays and anniversaries, people will tend to dress-up. Older men might wear a coat or suit (with or without a necktie) whereas younger men and boys will tend to sport smart casual attire.  Older women will typically wear a formal dress (lighter natural fibers like cotton and linen are better in hot climates) and younger women and girls will wear smart-casual, often colorful, dresses.

Wedding attire in hot climates

Heavy suits are impractical in hot climates (e.g. Mérida in the summer or along the coasts) and so wedding attire might be less formal in hotter places, depending on the venue. Some weddings have “themes” in which case you ought to attend in attire to match. Check with the wedding hosts (or wedding planner if there is one).  Choose light cotton and linen attire that can look elegant and provide more comfort in hot weather than synthetic equivalents.

Meeting for the first time

If you are meeting people for the first time, it’s better to dress conservatively, especially if the meeting is for business or some other (potential) formal working association.

Attire ought to match the climate (see above), with an emphasis on simple elegance and attention to appropriate footwear.  Neutral colors including white and beige (ideal for hot climates), navy, black, or gray (better in temperature climates); or conservatively bright spring colors are ideal.

Dressing for the season

As we have mentioned in a related article, there are places in Mexico that can get cool or cold during the fall and winter months, so check the local climate where you are meeting.

Layers of clothing are often practical during the fall and winter, as mornings and evenings tends to be cool or cold at these times of year, especially in places situated at elevation, but daytime temperatures can get quire warm.  Cold fronts during the fall and winter months may require an overcoat as well.

Torrential afternoon rainstorms can be common during the rainy season, and it’s prudent to take an umbrella or a light raincoat if you might be outdoors or otherwise exposed to the elements.

The dry season, especially in the springtime between February and May, can get very hot and dusty in some places, so dress accordingly: light clothing (elegant for formal occasions), long sleeve shirts and a hat to protect from unbroken sunshine if you’re likely to be outside for extended period, e.g. a garden party.

You can learn more about Mexico’s Seasons here on Mexperience

Gift-giving etiquette in Mexico

Gift-giving is a significant aspect of Mexican social culture. Gifts are seen as symbols of affection and appreciation, and the absence of a gift on some occasions might be construed as impolite, or a form of “cold shoulder.”

Note that if you receive a gift, it is customary to open the gift immediately to show interest and appreciation for it.

Here are some tips about gift-giving practices in Mexico.

Lunch and dinner invitations

Although gifts are not required if you are invited to a lunch or dinner meal, they are appreciated.

A gift should always be offered if you are invited to someone’s home for lunch or dinner. Fresh flowers are always appreciated.  A bottle of wine (if your host drinks alcohol), or a small gift from your home country if you are visiting from abroad are also good gifts to take to a dinner party.

Gifts for personal assistants

Secretaries and executive assistants appreciate gifts in return for their assistance; for example, when a friend’s assistant helps you arrange some travel plans.  These gifts ought to be a token of appreciation (not a statement), and if you are male and the assistant is female, you ought to indicate that the gift is from you and your spouse/partner if you have one.

Gifts at birthdays

Birthday gift-giving is popular and frequently practiced in Mexico, especially among close friends and family members.  Sometimes the gift might be a meal out at a fashionable or fancy restaurant.

If you’re living in Mexico with a young family, you’re likely to be invited to your children’s friends’ birthday parties.  It’s appropriate to take a gift for the child being celebrated.

Gifts given at Christmastime

Christmas gift-giving is practiced in Mexico, usually on Christmas Eve, although children might also receive (additional) gifts on January 6th, Kings’ Day.

If you don’t know what to give

If you’re unsure about what to give, inquiring about what kind of gift the receiver would like to get may be considered discourteous, so avoid asking the person you intend to give something to what they would like.

If you know someone well who is close to the person you want to give to, you might ask them privately for guidance.

If you are visiting (or returning to) Mexico from abroad, you might bring something that is directly associated with your home country as a gift.

Mexico’s geography

Mexico is on the North American continent and ought not be referred to in conversations as being part of “South America” or “Central America.”  Mexico can correctly be referred to as being part of Latin America.

Learn the language and speak in Spanish

If you intend to live in Mexico, full-time or part-time, You ought make a genuine attempt to speak some Spanish.  Making an effort to speak Spanish, even at a basic conversational level, will be greeted with warmth and considered a gesture of respect and goodwill.

The Mexican flag

The Mexican flag is an important emotional and political national symbol and should never (under any circumstances) be exhibited, used, or referred to in mock, mimicry, or defamatory terms.

Walking past or between people, and leaving

When walking past someone who has yielded to you, or past people who are in conversation with each other (e.g., to excuse your passing between them); and when exiting an elevator, or leaving an office or a room when others will remain present, it is customary to say “con permiso” (or more simply, “permiso“). When someone else says (con) permiso, in these situations, it is customary to reply with the phrase “propio.”

Etiquette when visiting Mexico’s churches

Whether you are visiting a church as part of a leisure tour, attending mass, or some other formal event there, for example a wedding or funeral, you ought to observe certain rules of etiquette when entering the church.

• Be respectful in your attire: shorts, beachwear, cut-off tops, and other very casual clothing should not be worn inside the church.
• Men must always remove hats (including baseball caps), scarves and gloves.  Women may wear a head covering —that can include a hat/scarf, but not a baseball cap— and may be encouraged or expected to do so in some of the more traditional Catholic churches.
• Churches are a place of worship: be mindful of any religious services taking place and don’t interrupt the services.
• Do not use flash photography.  In some smaller communities, for example, rural Chiapas,  taking photographs in and even around the church is strictly forbidden.
  See also: Photography etiquette.
• It’s respectful to leave a donation (the donation box is typically near the main entrance/exit) to help with church expenses, whether you are touring or visiting for a specific event.  If you attend mass, the alms basket may be passed around and it’s appropriate to contribute.  Take cash with you.

Beware of hands on hips, and in pockets

Putting your hands on your hips is a sign of aggression in Mexico; and placing your hands inside your pockets when in conversation with someone, as in many countries, is regarded as bad manners.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.

• Making friends and cultivating social networks
• Adapting and settling-in to your lifestyle in Mexico
• Finding balance and purpose in your Mexico lifestyle
• Articles about lifestyle planning in Mexico
• Articles about Mexican culture
• Articles about local customs
• Essential skills for expats series

It’s therefore prudent to research locations in Mexico that you are likely to feel comfortable living in year-round —or during the times of the year that you intend to spend in Mexico— as you shortlist potential places to live, work, or retire here.

Mexico is a vast land, and offers ample choices regarding climate types which are determined by a combination of the location’s latitude, elevation in relation to sea-level, as well as other regional topographical influences.

This article introduces you to Mexico’s principal climate zones and also shares tips and insights about how to adapt to Mexico’s seasons and climate.

Highland areas

Higher altitude areas, most notably the picturesque colonial cities that many foreign residents enjoy living in here, offer year-round temperate climates, although some can experience hot spells in the spring and summer months.

Some regions at high elevations can get cold or freeze overnight, especially in the late fall, winter, and early spring seasons.  Mornings and evenings in these areas tend to be cool or cold; temperatures can collapse dramatically after sundown during the winter months. Fireplaces and wood-burning stoves can serve to take the edge off the cold.

Coastal plains

Coastal areas near sea-level tend to be hot and humid —sometimes uncomfortably so without air conditioning or a good airflow and ventilation— between April and October each year.

The low-lying coastal plains usually offer pleasantly warm climates between November and March, which is why so many retirees who overwinter in Mexico choose to live by the ocean.

The most pleasant (comfortably warm) weeks along the coasts are usually between mid-November and mid-February of the following year; by late February temperatures begin to rise substantially along the coastal plains.

Seasonal changes

Mexico has a rainy season and a dry season, and each one offers advantages and disadvantages.

Rain season storms, when they come, tend to be sharp, fierce, and happen in the late afternoon or overnight, leaving the air cooled and mornings fragrant and refreshed.

The Yucatán peninsula, parts of the Gulf of Mexico, the Pacific, as well as Baja California can be susceptible to hurricanes, that occur mostly between July and October.

Adapting to Mexico’s seasons and weather

Regardless of where you live in Mexico, it will take some time to adapt to the local climate, weather and seasons as they change throughout the year. This section describes key aspects of Mexico’s climate and environment and connects you to extensive insights for further reading here on Mexperience.

Mexico’s climate and topography

Mexico is a vast land with varying climates by location, and those climates are influenced by a location’s latitude and the regional topography. If you choose to live in the mountain highlands you’ll experience temperate year-climates (some places can get quite cool or cold in the winter months); if you choose to live along the coastal plains, winters will usually be pleasantly warm, and summers hot and humid.

Learning to live at higher elevations

If you’re shortlisting any colonial cities, or places to live in the highlands (including Mexico City and Guadalajara) we recommend that you consider how you will cope living at elevation; most people can adjust easily to living in thinner air, but you ought to keep this in mind if you’re moving from a low-elevation area to living a mile or more up on a mountain.

Coping with the heat and humidity

If you’re shortlisting coastal towns and cities and areas along the coastal plains, including the Yucatán region of Mexico, consider how you may cope in climates with high heat and high humidity.

November through to early April can be gloriously warm and comfortable in low-lying areas; however, spring and summer can be swelteringly hot, and humid.

Mexico through the seasons

Mexperience helps you to discover Mexico’s weather and climates by region and location throughout the four seasons.

Mexico’s privileged location in relation to the equator, the length of daytime and darkness have a good equilibrium and the quality of the light in Mexico is extraordinary, too.

Mexico’s rainy and dry seasons

Mexico’s rainy season begins in May or June each year and gives way to the dry season in October or November. Regions affected by this cycle experience dramatic changes to the landscape; both the wet and dry seasons offer charms, and challenges.

Windstorms and the hurricane season

Windstorms in Mexico can be mystical and affect all regions regardless of topography and elevation.

The hurricane season tends to affect coastal areas the most, although strong hurricanes can drive heavy rains inland, too, causing local flooding and hazardous driving conditions on mountainous roads.

Discover Mexico’s weather and climates

Mexperience helps you to discover Mexico’s diverse topography and climate as you make your lifestyle and leisure plans:

• Learn about how Mexico is a land of three lands
• Discover Mexico’s climate through the seasons
• The rain season begins in May/June and yields to the dry season in October/November
• Check individual travel guides here on Mexperience for climate by location.
• You can get full details about the weather by region and season on our guide to climate in Mexico.
• Browse the latest articles about climate and weather in Mexico

This series of articles introduces you to a curated list of locations throughout Mexico that foreign residents consider to live, work or retire in Mexico.

Emerging places to live in Mexico

This article in the series introduces you to ’emerging’ locations in Mexico that have, in recent years, been catching the attention of foreign residents and have fledgling or developing communities of foreign residents present there.

Guanajuato

Guanajuato is the capital city of the state of Guanajuato, and one of the most picturesque and well-preserved of Mexico’s historical colonial cities.

Situated about 50 miles (90-minute drive) east of the popular enclave of San Miguel de Allende, this city is currently experiencing an influx of foreign investment and, with that, interest from foreign residents seeking potential places to live and retire in Mexico. The nearest airport serving Guanajuato is situated in the city of León, about an hour’s drive west.

Guanajuato is a mountain city, with steep and sometimes narrow roads and alleyways; its history and culture make this one of the most attractive-looking places in Mexico to live, although you’ll need to feel confident negotiating its steep topography.

The city is also a popular tourist destination and experiences a high influx of visitors at weekends, and during holidays.

Mérida

Mérida is the capital city of the state of Yucatán, and quickly becoming one of the more popular destinations for foreign residents to live and retire in Mexico.

November through March in Mérida is pleasantly warm; although spring and summer temperatures soar to highs of 105-115F (40-45C) making this one of the hottest cities in Mexico. Notwithstanding the spring and summer heat, this city has experienced an enormous influx of foreign residents and is on the cusp of becoming ‘popular.’ (Some say that if it were not for the tremendously hot climate here between April and October, it would be the most sought-after place to live in Mexico.)

Mérida offers a lot to residents, who are attracted to its authentic Yucatecan culture and cuisine, its picturesque streets and neighborhoods, the wide array of local services and amenities available here, and its excellent transport links including modern roads and direct connections by air to the Mexico City and the USA.

It’s also close to many of the historically important ancient Maya cities (archaeology sites) and offers residents ready access to breathtaking natural environments—and plenty of leisure opportunities, including outdoor adventure, swimming in natural cenotes, nearby coasts, and a collection of beautifully restored haciendas converted into fine restaurants or hotels.

Mérida is among the most remarkable and culturally rich provincial cities you’ll find anywhere in Mexico and is likely to continue to attract and draw-in foreign residents who can cope with the summer heat or decide to overwinter here

Morelia and Pátzcuaro

Morelia and Pátzcuaro have been tucked away in the forested mountains of the state of Michoacán for years; but more recently these two places —Morelia, one of Mexico’s most elegant colonial cities; and Pátzcuaro, a charming and ancient highland town with strong indigenous roots— have been catching the eyes of a new generation of foreign visitors, as well as foreigners seeking unusual places to live or retire in Mexico.

Direct flights from the USA to Morelia have helped to make this area more accessible, and there is also a modern tolled highway between Morelia and Mexico City that enables drivers to traverse this mountainous route in just under four hours.

You can continue to drive across the mountains southwest from here and arrive in Ixtapa-Zihuatanejo, on shores of the Pacific Ocean, in less than four hours—offering a refreshing change from mountain life, and a repair away to instant warmth that can be especially agreeable during the coldest weeks of the winter.

Morelia and Pátzcuaro are two places worth exploring if you’re attracted to mountains, lakes, forests, and an authentic fusion of indigenous and colonial Mexico—and also value ready access to the coastal plains of the Pacific.

Mazatlán

Mazatlán, the northern-most ocean facing city on the ‘Mexican Riviera,’ has long been a favorite vacation spot for Mexican families.

The location’s key attractions include a cooler climate than other beach locations further south, ready access to excellent services and local amenities, and one of the best ‘value for money’ options on Mexico’s Pacific coast. In recent years, significant real estate developments have begun to emerge as foreign residents have flocked to Mazatlán for living, working, retirement and second-home investments.

The port city’s excellent air/road connections and proximity to the USA, coupled with affordable living and an agreeable coastal climate are making Mazatlán an increasingly attractive option for people who want ocean-side living without the ultra-commercialization associated with beachside locations more widely populated by foreign residents.

Like Mérida, Mazatlán has become better known among foreign residents and those seeking places to live in Mexico that offer good local infrastructure and services along with some existing foreign resident communities and without the higher concentration of foreign residents now prevalent in the most popular locations.

Substantial investments in infrastructure and services, including ports, roads, and other economic initiatives, are funneling considerable sums of capital into this region, and this coastal city appears likely to become one of the more popular coastal locations for foreign residents in years ahead.

Manzanillo

The port town of Manzanillo is situated on the Pacific coast about a four-hour drive from Guadalajara and a five-hour drive from Puerto Vallarta.

This authentic Mexican resort town has two principal areas: the resort bays either side of the Santiago peninsula, and the busy commercial area downtown, on the southside. Although Manzanillo is a busy and important working port town on Mexico’s west coast (it’s also host to an important Mexican naval base), it still retains a tranquil, laid-back atmosphere with an authentic Mexican feel.

Manzanillo is not well-known by foreigners seeking a place to live or retire in Mexico, although it does attract foreigners seeking a location that that doesn’t have a high concentration of existing foreign residents, and which offers a genuine Mexican flavor, style and feel.

It’s also one of the best value coastal locations anywhere in Mexico, offering a lower cost of living than popular resorts, and property prices that have not soared as they have in the most popular places like Los Cabos, Puerto Vallarta, and the Rivera Maya.

Oaxaca City

Oaxaca city, capital of the state of Oaxaca, is sometimes termed as ‘the soul of Mexico.’  This is one Mexico’s most alluring and culturally rich cities; featuring a beautiful historic district, an international airport, and a modern tolled highway that connects you to Mexico City by road within six hours.

Nearby are important archaeological sites including Monte Albán and Mitla; and the nearby town of Santa Maria del Tule is home to Mexico’s oldest living tree. This highland colonial city offers a year-round temperate climate, ready access to modern services and amenities, and a moderate influx of foreign residents who love living here and being part of the local community.

Oaxaca state also borders the Pacific; the resort town of Huatulco is about a five-hour drive south, and Puerto Escondido an eight-hour drive south-southwest; both roads cross heavy mountainous terrain.

Querétaro and Tequisquiapan

Querétaro, northwest of Mexico City, is a thriving colonial city within easy reach of the capital by road. The center is beautiful and kept pristine. In recent years, some Mexicans seeking to vacate Mexico City have moved to find a new home and lifestyle in Querétaro.

The region is undergoing a period of significant investment, and the commercial and industrial growth is creating new jobs and new prosperity in the region. Querétaro is the southern gateway to Mexico’s central highland region (“El Bajio”) and has also become one of the country’s top wine producing centers.

Nearby, Tequisquiapan is a picturesque colonial town with character and charm that has been popular for decades as place to go for weekend get-aways, as well as a popular provincial town in the region for Mexican families to have homes in the countryside; it has the potential to become more popular among foreign residents, too.

Querétaro is a place to consider if you want to be away from, but within relatively easy reach of, Mexico City and you’re seeking a location with good infrastructure and amenities within an attractive colonial setting.

Tepoztlán

Nearby the colonial city of Cuernavaca is Tepoztlán, an ancient highland town situated in a valley surrounded by copper-toned mountain cliffs and outcrops.

The town has long been a draw for well-heeled Mexican and foreign residents, and today remains something of an exclusive enclave that combines all the attractions of a country idyll with the convenience of being close to Cuernavaca (the capital city of Morelos) and also within easy reach of Mexico City by road.

Tepoztlán is one of the most unique places in Mexico’s colonial highlands: foreign residents are attracted to the natural beauty of the area, as well as the peace, tranquility, and sanguine atmosphere to be found here.

Most people who visit Tepoztlán remark on its tranquil serenity, and some speak glowingly about its mystic allure, the prevalence of its ‘New Age’ culture, the mystery of the UFOs that are often sighted here, and how this ‘sacred valley’ compels them to return, time and again.

This is one of Mexico’s more expensive colonial enclaves to buy home in; the rental market tends to have limited choices and renters also pay a premium to live here. The town has a small but well-established community of foreign residents who organize a wide array of cultural, artistic, and trade initiatives locally. The café/bistro, La Sombra del Sabino, is a key focal and meeting point.

Discover more places to live in Mexico

Connect to the other articles in this series and discover more places to live in Mexico:

• Discover popular locations to live in Mexico: includes locations that have for a long time, or in recent times, garnered considerable popularity with foreign residents (retirees and others) and have active communities of interest established at the location.
• Discover underexplored locations to live in Mexico: features places that do not have significant numbers of foreign residents already established and are generally ‘off-the-beaten-path’ for most foreigners considering Mexico for living and retirement. These places can offer attractions that may be of interest to some potential foreign residents and retirees seeking someplace more traditional, unusual, and with a lower concentration of foreign residents living there.

This article explores motivations as well as the fundamental choices you’ll need to make as you begin to paint (or repaint) your lifestyle canvass in Mexico.

Key themes and motivators for moving to Mexico

Common themes that motivate people to move abroad, and to Mexico in particular, include:

Reorganizing life situations: part of a long-term strategy of reorganizing a life situation for an eventual retirement, or semi-retirement, abroad—often when children are grown-up, debts paid, and spare time is available.

Culture and living environment: a desire to experience a different culture: for themselves, or as part of giving their children a wider perspective of living, lifestyles, and culture as they grow up.

Quality of life: the pursuit of a better quality of life, influenced by factors including the cost of living, the climate and natural environment, cultural nuances, and reasons related to health and well-being.

Working and professional reasons: a work placement or secondment that brought them to Mexico by way of their employer’s request for them to move here; or a desire to relocate an independent/freelance workstyle to Mexico.

Confidence of familiarity: the desire to move to a place that is familiar and geographically close to their home country—many Americans and Canadians know Mexico through vacations or family trips they have experienced here throughout their lives.

Pursuit of a new calling: a need to create a change in their life circumstances; perhaps as a response to some major life event, e.g., divorce, illness, or some sudden or unexpected loss or shift that caused the person to reexamine their lifestyle needs and choices.

Simplification and down-sizing: some people come to a point where they realize that their life situations have become enormously complex and challenging; and moving to Mexico becomes part of an effort simplify, down-size, and focus on a carefully considered set of redefined priorities—see the next heading in this chapter for more details about this;

Reflection through recuperation or sabbatical: to convalesce after an illness, or to take time away on sabbatical to reflect on how to make significant lifestyle changes and experiment with what these changes might look and feel like.

Simplifying your lifestyle situations

Simple living is concerned with recognizing your priorities, defining what is most important to you, and reorganizing your life to focus on those things and, in tandem, release the excess and superfluous elements and situations which are crowding or impairing your life.

A surprising number of people cite ‘creating a simpler lifestyle’ as one of the key intentions that propelled them to move abroad to start over with a fresh perspective on life.

Mexico offers choices for people who want to live more simply, and we have published articles that address matters related to creating simpler lifestyles for themselves and their partners/family here, and if that’s what you’re seeking, you don’t necessarily have to wait for retirement to consider pursuing a simpler lifestyle in Mexico.

The fundamental choices of your decision making

Most of the detailed choices that you’ll make as you consider a move to Mexico tend to be ‘peripheral’ matters; that is, they are everyday minutiae that are most often defined by specific circumstances and in most cases will not influence or impact the overall strategy and rationale for moving here.

Periphery matters might include things like whether to bring certain domestic appliances, accessories, or furniture with you or whether you’ll buy new when you get here.

However, some choices are fundamental, and, like the foundation stones of a building, these choices will determine what you can subsequently build within your framework from here on; and if you discover after the fact that you made a sub-optimal choice concerning something fundamental, it could cost you a lot more time, effort, and money to reorganize.

It’s therefore prudent to consider the fundamental choices you need to make as you consider a move to Mexico. While everyone’s situations and lifestyle priorities have distinct characteristics, there are a handful of matters which tend to be universally fundamental early in the decision-making cycle, and these are summarized below:

Timescales and your level of commitment

If your move to Mexico is intended to be tentative or experimental, or only part time —perhaps to get away from the cold during the winter months, or as part of a period of reflection in your life— you are likely to maintain ‘structures’ in two countries: for example, you may own a home and rent in Mexico, returning to your home country for certain seasons; or you might avoid making certain types of commitments in Mexico, e.g. buying a house here. Beware that this type of to-and-fro lifestyle takes good planning, as well as considerable effort and resources; moreover, it can become tiring over time.

Some people decide to make a ‘clean break’ with their life situation in their home country, sell their home if they have one, and their personal goods, and move to Mexico in earnest as means to motivate themselves to make things work: problems and challenges will inevitably arise, and being committed is a constructive way to find pathways through the difficulties.

Being clear about your commitment level and timescales will help you to focus on what is important and will also influence some of the other fundamental decisions you have to make.

Choice of location to live in Mexico

Where in Mexico do you want to live? Mexico offers a wide variety of locations, which in turn offer distinct types of topography, climate, and amenities.

Pausing to carefully consider the location you will go to is time well spent and patience well applied—especially if you intend to buy a home.  Part Three of this guide summarizes a list of key locations to discover and consider.  Also review the links in the Further Insight section, below, about matching your location with your lifestyle needs, and connect to Mexperience guides and articles about choosing a place to live.

Seeking legal residency

Some people have been staying longer term in Mexico as ‘perpetual visitors,’ using a visitor permit to live here indefinitely.  However, recent changes to the way visitors are admitted is making this more difficult, and perhaps impossible in some cases.

Exploring your routes to legal residency is therefore a fundamental aspect of your decision-making, and you ought to be clear about what type of residency permit you would like to apply for, (considering also what type you may qualify for), before committing to move here.

Accommodations

When you’ve chosen a location to live, you’ll need to arrange suitable accommodations locally.  Options include:

• Choose to rent for a year or two before you commit to buying a home in Mexico. This is a sensible choice especially if Mexico is new to you, or you intend to live in an area of Mexico you don’t yet know very well.
• Take a temporary rental for a brief period (usually a few months) while you scout for a home to buy locally.  People who are familiar with Mexico and the area where they intend to purchase will often take a short-term rental while they scout for a property purchase.
• Choose to make an investment in a home purchase right away.  Some people just don’t like renting and prefer to buy right away. Keep in mind that Mexico’s real estate markets are highly localized and might not be as liquid (it might take longer to sell up) as you are accustomed to, or expect.
• Move to Mexico and rent a home long-term, instead of buying a property. The property rental market in Mexico is extensive and varied and if you don’t want (or cannot afford) to buy, a long term rental house is a viable option.

Renting gives you additional flexibility but carries drawbacks in terms of choice of property types available and protocols —many rentals don’t allow pets, for example.

Buying enables you to find a place that is more precisely suited to your lifestyle needs and encourages you to settle in the location you have chosen.  If you need to move and cannot sell immediately, you might rent out the house, although this too requires thought and consideration to ensure your property remains well-kept and properly managed while you’re away.

Local services, amenities, and connections

Depending on your life stage and lifestyle choices, the services, amenities, and connections you want, or must have, can vary tremendously—but it’s essential that you identify them.

Read our article about matching your lifestyle needs to your location for details about this; key matters to consider are:

• the location you choose to live and rent or buy a home in (and the locale within that location) should have the key services you identified you need close-at-hand, for example, medical care if you have a pre-existing condition that may require immediate assistance;
• amenities you want or need regularly should be nearby too: this could include stores, restaurants, social centers, or other places of interest that form key parts of your life’s activities and priorities;
• if you have children, you should consider what they need in terms of schooling, sports activities, and community events—and ensure these are available and not too far away from where you live;
• the location should suit your need for community connections: local interest groups—whether those are with other foreign residents, Mexican neighbors, or both;
• if transport links are important to your lifestyle, you should consider these too: some places to live in Mexico are idyllic but remote, especially more rural places—so plan accordingly.

Whether you will work in Mexico

If you’re not planning to move to Mexico to retire, you’ll need to consider whether you intend to work here, in what capacity, and how.

Getting a work permit without a formal job offer from an established company is not easy. Self-employment options are available.  Our articles about working and self-employment in Mexico provide detailed insights and guidance.

Cross-checking your choices

When you have taken time to consider what is motivating you (or what events or situations are driving you) to move to Mexico, and you have made decisions concerning the fundamental choices, you should consider your intentions and priorities.

Key matters to cross-check in your deliberations include:

Having realistic motivations

Are your motivations realistic and driven by a desire to create a new lifestyle based on the things that are important to you and those closest to you?  Making choices based on fear or misunderstanding, on a desire to run away from something, or through refusing to face matters and issues that will inevitably follow you to Mexico (or some other location in Mexico if you’re already here), does not create a good foundation for cultivating a new lifestyle abroad, in any foreign country.

Considering your partner and family

If you’re in a relationship, or have a family that will move with you, it’s important to take their needs and emotions into consideration as these issues can fracture your lifestyle intentions and even break relationships without consideration at the planning stage.

Two helpful questions to ask:

Is your partner feeling comfortable about the idea of moving to Mexico and the choices you are making? Some couples might assume that the other person’s desire to move to Mexico is as strong as the one leading the intention; and couples might also find that one partner adapts much more easily to Mexico than the other, even when both partners have genuine intentions about moving here.

How will you support your children through the changes?  If you have minor children, the decision is ultimately yours, but you will need to be mindful of their needs and prepared to support your offspring through the changes and the inevitable challenges they will face as they join new schools, make new friends, and grapple with Spanish perhaps as a secondary or foreign language.

See also: Adapting and settling-in | Purpose and routines | Cultivating community

Will your location choice be a suitable place for you?

Will the location you have settled on suit your lifestyle needs and intentions?  Places that are great to visit on vacation might not be the place you want to live. Locations that appear ideal in the rain season might be quite uncomfortable in the dry season.

If you chose a place that doesn’t have any secondary schools suitable for your (now) young children, that can cause logistical challenges when they grow a bit older.  Our articles about matching your location to your needs and discovering places to live in Mexico address these types of issues and help you to consider your choices.

Suitable accommodations for your needs

What type of accommodations are you considering?  Whether you rent or buy, finding the right house in the right location and moreover in the right neighborhood can strongly influence how your experience unfolds in Mexico—especially in the early years.

Choosing your accommodations is a fundamental choice.  You home will ideally be a place you can feel comfortable in, situated in the right location for your lifestyle needs and surrounded by the services and amenities you need and want, as well as having easy access to things you have identified as being most important for your lifestyle—for example, social connections, community, schools for your children, transport links, etc.

Your readiness to adapt to Mexico

It’s helpful to ask yourself how adaptable you (and your partner and children if relevant) are.  Moving to a foreign country will place unique demands on your patience and your social skills, as well as test your ability to compromise and adapt amidst changing situations.

As part of your adaption process, you’ll need to make an effort to settle-in to your new life here, cultivate social networks locally, and find purpose and balance in your everyday life situations.

Our series about essential skills for expats addresses the key matters foreign residents should consider as they move and settle into a new life in Mexico.

Further research and resources

Mexperience offers you a comprehensive online resource of information and local knowledge to help you discover Mexico, explore choices, find opportunities and plan a new life in Mexico.  Resources include:

• Articles about lifestyle planning in Mexico
• Discover places to live in Mexico
• Principal routes to legal residency in Mexico
• Latest articles about lifestyles in Mexico
• A regular Mexico Newsletter you can subscribe to for free

How you approach a potential move to Mexico, or approach changes to your lifestyle if you’re already here, will usually depend on your personality and the evolving priorities of your life situation.

Approaches to living in Mexico

Some people may throw caution to the wind and make an impulsive move to Mexico; others might pass through the logistical mechanics of a move here without carefully considering what propelled them to do so in the first place—perhaps due to extenuating or serendipitous circumstances.  Some people make a detailed plan, perhaps years in advance.

Taking a step back to reflect on what is motivating you to consider moving abroad, and Mexico in particular —and through that, defining your lifestyle intentions— will help to underpin some of the most important choices you make in relation to your move.

If you’re already living here, this exercise can serve a means to reflect upon and redefine your priorities and reorganize your situations in Mexico, if necessary.

Whether Mexico will suit you depends on a range of factors; some you might be able to foresee, and others you will not be able to grasp until you come here and begin to settle in and cultivate your new life amidst the charms and challenges that Mexico will present to you.

Familiarity helps

To have some idea about how you might cope with living in Mexico, you ought to have visited the country, probably more than once. Although there are success stories involving ‘love at first sight’ situations and impulsive decisions that led to a successful long-term residency and settlement here, don’t underestimate the effort it takes to adopt Mexico as your home country and settle-in here.

For some, the move is propelled by work situations: perhaps your company is relocating you to Mexico. If this is the case, the resources here on Mexperience will help you to get a thorough grounding in Mexican culture and prepare you for your move to Mexico.

Choosing a place to live in Mexico

If you know Mexico already, then you are likely to have a clearer impression about what location or region you might prefer to live in.

Some people are clear about the location where they want to live in Mexico through previous knowledge of being there, local connections they have, or simply a ‘gut feel.’

If Mexico is new to you, and you don’t have any friends or family here, then your approach will require more research, or your ability and willingness to experiment and adapt to new environments.

Another approach is to spend a few months or perhaps a couple of years traveling to various places in Mexico, renting homes along the way, to find a place that feels right.  This approach consumes more time and resources, but can be part of an adventure, or a sabbatical period of reflection to help you consider your life situation, needs and priorities.

The ‘structured approach’ is to research potential places to live, including recommendations from friends or family if you have those connections here, make a short-list, visit the places on your short-list for a time, and afterwards decide which one to move to for the longer term.

Mexperience publishes articles that help you to consider your location in regard to your lifestyle needs, as well as a series that helps you to discover and explore specific places in Mexico for living and working or retirement.

Financial considerations

Some foreigners approach a move to Mexico as a way of simplifying their lifestyle and reducing their living expenses.

While you can live simply and affordably in Mexico, financial reasons ought not to be the primary concern propelling your decision. Mexico can be affordable and offers good value but it’s not the ‘cheap’ destination paraded by some magazines and websites.

Our detailed guides to the cost of living in Mexico help you to get in-depth insights and plan a sensible and realistic budget based on your life stage, lifestyle choices, and your own unique life situation.

Learning Spanish is important

Spanish is Mexico’s official language, and although English is widely spoken in certain places, to get the most from your lifestyle experiences in Mexico —to get full access to the culture, and to ultimately settle-in properly— you will need to learn Spanish.

If you plan to live in Mexico, regardless of your approach to the change, you ought have or develop at least a basic conversational level of Spanish, and there is no better place to learn or improve your Spanish than by being present here in Mexico.

Mexperience connects you to helpful resources for learning Spanish including our detailed PinPoint Spanish series and connections to Spanish language courses.

Further research and resources

Whether Mexico is right for you and your lifestyle, only you and your partner/family can know—and you’ll probably need to come here and live for a while to learn the answer to that question.

Through research you can begin to make informed choices and commit to or abandon certain approaches with more confidence—and Mexperience offers you wealth of local insights and knowledge as well connections to people who can help you.

• Matching your lifestyle needs with your location
• Your motivations for moving to Mexico
• Influencing factors as you choose a place to live
• Finding your place in Mexico
• Discover places to live in Mexico
• Resources for planning a lifestyle in Mexico
• Principal routes to legal residency in Mexico
• Simple living in Mexico
• Learning Spanish
• Latest articles about lifestyles in Mexico