Ask Your Advisor About the Investment Trend You Read About
If you’d been scrolling through investment posts on Reddit last January and ended up in the WallStreetBets subreddit, you might be a...
4 min read
Stephen Ahern
:
Jun 28, 2024
You have worked hard for many years. Maybe your career was life encompassing and you are now retired. Maybe your children are grown and now more independent from you. Now the daily (or hourly) demands on you and your time have diminished. Congratulations! You deserve to enjoy your life and explore the world.
I have decided that since I spent the vast majority of my working years totally focused on my clients and my family, that I want to start getting to know my wife again and taking quality vacations from the craziness of tax season and general focused client service. No, this does not mean I am retiring for many years, but I do intend to take some rejuvenation time annually to connect with my wife and explore the world. Taking time to explore the world has always been our passion delayed. Now, we fully intend to turn our attention there. One of the biggest things holding us back was the specter of the planning, booking and management of our travel plans. So many websites, alternatives, and things to be aware of that it becomes overwhelming.
Traveling can be a rewarding and enriching way to spend your time, learn new things, meet new people, and have fun. But traveling can also be stressful, especially if you have to deal with the hassle of planning, booking, and managing your trips. That's why you should consider using a travel advisor and planner for your retirement trips. Travel advisors and planners are professionals who can help you design, arrange, and execute your travel plans according to your preferences, budget, and needs. I wanted to distill some of what we found using a wonderful and caring travel adviser as I felt it would help encourage you to take that step into the world and explore! Below we will explain the benefits of using a travel advisor and planner for your trips and how to find the best one for you.
Using a travel advisor and planner can offer you many advantages over planning and booking your trips on your own. Here are some of the benefits you can enjoy:
If you agree that using a travel advisor and planner is the best way to plan and book your trips, you may wonder how to find the best one for you. Here are some tips to help you find the right travel advisor and planner for your needs:
We were lucky to have been referred to our travel advisor, Stephanie Cunningham, CMP from Steph & Dixon. She took the time to interview us and understand our goals for the trip, investigate options along our proposed route and made tremendously successful recommendations for us. She obtained some extra benefits for us through her network and relationships. She monitored our travel plans, hotels and other arrangements, updating us along the way, and made a potentially complicated trip super enjoyable and relaxing. I highly recommend Stephanie (More info on Steph & Dixon), but do your own research as well.
Using a travel advisor and planner for your trips can be a smart and rewarding decision. It is not that expensive to get someone in your corner to assist with all the plans and elevate your trip. You can save time and money, get personalized and expert advice, and enjoy peace of mind and support. You can also have more fun and satisfaction on your trips. To find the best travel advisor and planner for you, you should ask for referrals, interview potential candidates, and compare their offers. By doing so, you can find the perfect travel partner who can help you make the most of your travel and your new-found time.
As Rick Steves says at the end of every episode, “Keep on travelin’!”
Before joining Sachetta, Stephen Ahern co-founded and served as President of Wealth Management Advisors, LLC. For over thirty-five years, Stephen has provided individual financial, investment, estate, and tax planning and small business consulting to a diverse base of clients. His clients have included key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement, and tax planning to corporations and professional groups. He has also written articles on investment, education, and estate planning.
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