Skip to main content

Travel Goals in Retirement

By October 5, 2021December 14th, 2021Uncategorized

With the Fall Season now upon us it means that Summertime has officially come to an end and so has the busiest travel time of the year for most of us, unless of course you are retired.

Travel is the most common life goal we hear from clients when entering their golden years. However, when accounting for travel within the context of a financial plan it’s important to understand what travel really means. Let’s take a look at how a client’s specific preference around travel can impact their plans for retirement.