Forum Discussion
Rlaubert
Jul 08, 2013Explorer
My wife and I will be hitting the road next year (Fall 2014).  We recently sat down with a financial planner who took our goals, income, savings, etc and drew up a plan for us.  We actually sat down with 4 different planners and three of them were only interested in the money we were going to invest ($50,000 from an insurance settlement).  The last guy was a true professional.  He asked a lot of questions, understood the Military retirement system, SS, and even a little bit about the RV lifestyle.  He provided a lot of different situations and how we would fair with each.  Described the insurances we would need to cover life changing events etc.  Even had a budget of sorts worked out for while we were traveling.  With his help, we determined we can travel, we won't have to workamp unless we want to.
I would highly recommend finding a financial planner to work with. It will give you piece of mind if nothing else.
I would highly recommend finding a financial planner to work with. It will give you piece of mind if nothing else.
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