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You need to do more planning than if you just get a hotel, but it's a good way to save money and have an interesting trip.
Don't call off the vacation because budgets are tight—just try a few easy tactics to cut costs.
Horsesmouth Essential: While your clients are enjoying surf and sun, make sure their affairs are in order. Before they leave, go over everything from health insurance to a plan for financial emergencies.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025