Every summer when I spend a week or two in Tahoe for vacation with my family, I fantasize about owning a cabin there. This summer, I decided to analyze what it would actually take to make this dream a reality.
With the holidays upon us, my thoughts have turned to gift giving. My kids are already preparing their lists for Santa. While it can be tempting to fulfill their every request, have you ever noticed how quickly they become bored with the toys and games you buy them? How about giving them a gift with longer-term benefits?
Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense
to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job
loss or unexpected expenses.
“If you don’t know where you are going, any road will get you there” – Lewis Carroll
In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should do instead of focusing on what is really important to you.
In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address.