Rlaubert wrote:
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.
Excellent suggestion. One I hadn't previously considered. Thank you!
