The Trip of a Lifetime

Summer is the time to hit the open road and explore this big country. But with epic drives can come epic expenses – make sure you don’t let unexpected costs creep in while planning the perfect road trip. The following articles have some good tips for summer trips.

Managing finances is a lot like taking a road trip: You’re setting your sights on a goal and planning the best route to get there. Keep in mind it’s optimal to get an early start (saving with compound interest), stay on the right roads (budget), and arrive safely at your destination (a well-earned retirement).

If you have any questions on your journey, please reach out – I’m here to help guide you. And don’t forget I’m also happy to assist as your automatic blind spot detection for things you may not see that could put you at risk. Just ask!

So rest easy, enjoy the ride, and let’s make this one of the best summers ever. Here’s some good reading for sightseeing along the way – feel free to share with family and friends. Take care, be safe, and post a picture or two of your trip.

How to Buy Happiness (Responsibly)

June 1, 2021

The great reopening offers ample opportunity to lift your spirits if you have some money to…

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How To Prepare Your Car For The Perfect Road Trip

June 1, 2021

Americans are essentially free to travel throughout the country without restriction, and most hotels, restaurants and attractions nationwide have re-opened to full capacity…

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How To Make A Long-Term Financial Plan

June 1, 2021

The basics of drawing up a plan for the next eight years, decade’s end: for retirement, savings,…

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Summer’s about to start in America. So is sticker shock.

June 1, 2021

Prices are expected to keep rising for much of the summer, pushed up by, among other things,…

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How to Reconnect With Friends In Person as the Pandemic Recedes

May 31, 2021

We’re excited to see our friends again. But these reunions may be more complicated than we…

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