Having just returned from a trip to South America that included visits to Machu Picchu, the Straights of Magellan, Cape Horn, Ushuaia, Argentina, and Rio De Janeiro, my wife and I though about how lucky we were to visit such exotic locales.
In addition to the cultural exposure, we felt that we have a deeper understanding of international issues that comes when you leave “the nest”. We are motivated to continue our travels to the far reaches of the globe when we recover from this trip!
Discussing future trips lead us to the inevitable discussion of what’s on our “bucket list” – a term made famous by the movie of the same name. So how does one include life’s wishes into their financial plan?
Of course, the first recommendation is to come by the office and consult with “Your Trusted Financial Advisor”. One of our very important tasks is to assist you in understanding the financial implication of the goals you strive to achieve.
Attached is an interesting article by Robert Powell of “Market Watch” that gives great advice for those who want to create a Bucket List.
Dream big, but plan ahead!