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Planning for a weekend trip vs. planning for your future

September 20, 2017


Going out of town for a few days with two young kids requires some planning.  The right clothes, sleeping equipment (like a sweet Trolls sleeping bag), toiletries, diapers, food, sound machine, toys, monitors, and the list goes on.  It feels like a whole lot of effort just to get out the door!  Applying the same principles of preparing for a weekend getaway to your financial plan can help you have an enjoyable retirement just like preparing for a trip can make your time away from home much more enjoyable.  On the flip side, we have all forgotten a vital item or two on a trip that can add to your level of stress or at the very least make the trip slightly less fun.  It could be something minor like forgetting a phone charger or something vital like that special stuffed animal your daughter can’t sleep without.  Planning for your financial future involves many aspects including, budgeting, insurance planning, reviewing your estate goals, tax planning, retirement income strategy, investment management, college planning, and many other topics that may or may not be on your radar.  A good financial advisor works as a coordinator of all of these facets (imagine if you had somebody who got everything prepared and packed for you to go on a trip!).  The great news is almost everybody can make adjustments that improve their financial situation whether you are retiring next year or in thirty years.  Discovering where you are and ideally leaving yourself some time to plan ahead can help you have a great trip! 

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