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4 tips for a budget-friendly, “plan b” getaway

Jessica Sommerfield •
RV camper stands on side of road on background of huge mountain. Friends travel to motorhome on mountain road. Travelers rest on sidelines and enjoy mountain view

As our anniversary date approached this year, my husband and I started discussing ways to celebrate. Our initial idea would cost several hundred dollars before even getting to what we’d likely spend on meals, souvenirs, and miscellaneous expenses. Although we had some savings set aside, we decided we didn’t feel comfortable spending that much on


Your budget is no place for wishful thinking

Trent Hamm •
The Simple Dollar
beautiful girl in sunset blowing a dandelion

Budgets are often presented as being some kind of magical tool that people can use that will transform their day-to-day life from an ongoing slow-motion financial disaster into a debt eliminating and wealth building machine. Quite often, personal finance books and websites buy into this picture, too. They immediately suggest creating a budget for your


Bigger isn’t always better when it comes to financial advice

Megan Clark, Associates Inc. Financial Solutions, Investment Adviser Representative, Executive Vice President, and Clark & •
Group business meeting

For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.


Leave your loved ones a generous legacy, not a tax bill

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
silhouette of grandmother and little granddaughter play at sunset

One of the most important things you’ll have to consider when drawing up a comprehensive financial plan is how you want to live in retirement. Ironically, a vital part of that discussion will be deciding what you want to happen when you die. Many Baby Boomers want to leave money to their children and, like