What's on your list?

May 27, 2016 | Dian Chaaban


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What do you want to do before you kick the proverbial bucket? I’d like to go sky diving, drive on the Autobahn, go on a scotch tour & play golf in Scotland, visit the floating markets in Thailand, learn a fourth language and go on an African safari, to name a few.

 

I believe in enjoying life each day, within reason, while simultaneously planning for the future. This is also why I don’t believe your bucket list should begin during “retirement” (however you may define that) and that crossing bucket list goals off gradually is the way to do it. Practicing what I preach, Mark I just RSVP’d YES! to our good friends’ wedding in Thailand this upcoming fall – so that we can be there to celebrate with them, explore a new country and cross the Thailand must-see goals off the list.

 

As an Investment & Wealth Advisor who goes beyond investment advice to address the wide range of concerns related to my clients’ financial and life goals, the topic of bucket lists comes up frequently in our goal planning – and this is where financial planning becomes such an important element of your short term, midterm and long-term goals, because I want to ensure that your money is keeping pace with your life – not the other way around.

 

To get your bucket list ideas going, check out this neat website I came across that inspires you with 4+ million bucket list ideas with a platform to create, track and achieve your life goals – because a goal without a target date is merely just a dream.