dream planning Archives – Wiser Wealth Management

Dream Planning

In working with financial planning clients, one of the questions we ask is “What are your dreams during retirement?” About half the people will say they want to travel.  About 1 in 20 will say something beyond that: “I want to by an RV and cruise the country”, or “I want to pay for my grandchild’s college education,” for example.  Sometimes, having that dream home or a vacation home is mentioned. All these things take planning, yes.  But a lot of the time, people simply […]
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