As a family man, I understand the importance of making memories with your loved ones. Why else do we work so hard for what we earn? I started my wealth advisory firm to help my clients better their futures through sound financial planning, and sometimes there’s nothing better than a vacation. Travel is an important goal for me and my family, so we prioritize vacations when deciding how to manage our finances.
The best vacations require good financial planning to prevent a ho-hum trip or one that ends up costing more than you were prepared to spend. The best wanderers are not lost at all when it comes to finances. When you consider where you want your hard-earned money to take you, don’t forget these six places. Each has a special place in my heart.
Nantucket
There’s not any place more charming than Nantucket – the historic buildings and harbors, the boutiques, and the beach picnics make it the perfect vacation by the sea. It was once the world’s top whaling port. Nantucket is wonderful in September. You can still enjoy nice water and weather with fewer crowds.
Sea Island
If you’re more interested in a wonderful family vacation that includes activities for all your family members, you’ll want to head to Sea Island, Georgia. Sea Island even has a family bingo night and puts out cold milk and ginger snaps in the hotel lobby at night. The resort is a perennial Forbes Five-Star Award winner.
The Broadmoor
The Broadmoor is a historic hotel and resort in Colorado Springs, Colorado. Here you can relax in luxury and enjoy the wild beauty of the surrounding mountains. This is another Forbes Five-Star award-winning destination complete with a bowling alley and gorgeous outdoor pool with waterslide. Enjoy Colorado’s rugged outdoor experiences matched with the outstanding service and hospitality that has made the Broadmoor famous.
Squaw Mountain Fire Lookout
I love Colorado, even when I’m not at a hotel that offers award-winning service. The Squaw Mountain Fire Lookout is a unique way to experience the Colorado wilderness. Fire lookouts were usually built on mountaintops in remote locations, at 11,486 ft Squaw Mt is no exception. Most of these were dismantled, but some remain. For around $90 a night you can stay at the Squaw Mountain Fire Lookout for some panoramic views and a little “roughing it” that feels just right.
Post Ranch Inn
Nothing can quite take my breath away like the views in Big Sur. The Post Ranch Inn is the most amazing way to experience the majesty that is the Pacific Ocean. There’s a rustic elegance throughout the inn, and its quiet beauty makes it the perfect place for a romantic vacation.
Mount Princeton Hot Springs
Located in Nathrop, Colorado, Mt. Princeton Hot Springs is great for a family getaway. There are a variety of natural and man-made pools you can enjoy, or you can take the kids and head over to the 400’ hot water slide. There are also plenty of outdoor activities like a nearby ghost town and don’t forget the spa or local drive in movie.
Let Me Know If I Can Help
I hope that these travel tips help you as you plan out your perfect vacations in 2018. Remember, financial planning is a key part of reaching your travel and life goals. If you know where you want to wander to next, I’d love to help you make the financial plans that will get you there. Give me a call at 303-945-2222 or email me at barry@pc-wa.com. Don’t feel lost when it comes to your money.
About Barry
Barry Steelman, AIF® is the Founder, Principal, Managing Partner, and Client Advocate at Private Client Wealth Advisors, a registered investment advisory firm based in Denver, Colorado. He specializes in working with individuals, families and businesses and conducting financial planning, portfolio management and retirement plan services. Along with more than two decades of experience, he is an Accredited Investment Fiduciary®, which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Learn more about Barry by visiting www.privateclientwealthadvisors.com or connecting with him on LinkedIn.
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