One of my favorite topics to
discuss with clients are their travel plans. The answers I get range from China
to Europe and all across the U.S. One couple I know is visiting Norway right
now and another will be traveling to Africa later this month.
Apparently, they are not alone. According
to AARP, 47% of baby boomers expected to travel internationally in 2018.
Overseas travel may be one of the
more popular aspirations in retirement, but it does raise an important
question: “Will my health insurance coverage travel with me?”
Financial planning isn’t about maximizing investment
returns, minimizing taxes, or developing strategies to pay less for college or
beef up your Social Security check.
It’s really about structuring your personal and financial
resources so you can get more joy and happiness from life. That means making
the most of the next 90 days, even if it’s not always very summerlike outside.
As a planner, I am fond of lists. I love to create them and
attach them to walls, refrigerators and computer monitors. Sometimes I even get
to experience the sweet satisfaction of crossing things off them.
I find that a good list not only helps me define and
prioritize my goals, it helps me remember what I wanted to do in the first
Without a good list, I am likely to find myself at the MN State Fair wondering how I managed to let another summer slip through my fingers.