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Category: Bucket List Travel

Bucket List Travel

Coronavirus Stimulus Plan: What It Means to You

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 seems to have something for almost everyone. The bill is 335 pages long, so today’s article is a summary of the few provisions most likely to affect our clients, specifically recovery rebate checks, which 90% of American households will receive, and the waiver of …View Article

Why Exchange Rates Matter When Traveling Abroad

Over the past week, I was in Barcelona and Valencia, Spain. I was dropping off my 13-year-old daughter, Chloe, who will be living in Valencia and attending public school for a semester. She is super-excited and a bit nervous. Anyway, I thought this was a good opportunity to update this article on exchange rates. The …View Article

The Best Way To Buy, Sell or Rent a Timeshare

If you think cars depreciate quickly, you may be shocked by the resale prices on timeshares. The first mistake people make is thinking their timeshare is an investment. It’s not. They almost never appreciate or generate income. A timeshare is more like a pre-paid vacation. The salesperson may tell you differently, but the long list …View Article

Vacations: Why Don’t We Take More of Them?

The Kisner family spent this past week vacationing in Silicon Valley and San Francisco. We were determined not to waste Spring Break sitting around the house like we did last year. Angela and I were partially motivated by the avalanche of research showing that money spent on experiences buys significantly more happiness than money spent …View Article

Snowbirds: Making Two Residences Affordable

A couple of weeks ago when we were traveling, my wife told me she could never live in Malibu. “It’s too cold here,” she said. I thought that was funny, but let’s face it, the Kisners have never been accused of being a hearty crew. Nevertheless, many Americans really do live in ridiculously cold climates, …View Article

Retiring Abroad: 5 Popular Destinations

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation permanently and retiring abroad? Retiring abroad has …View Article

Cruise Ship: How They Make Money

A cruise industry trade group (CLIA) forecasts that over 22 million people worldwide will take a cruise this year. That is the largest annual total ever, but still a relatively small number, which equates to roughly 4% of the traveling public. The key to moving cruises from a niche vacation option to the mainstream is convincing people who have never been on a cruise before to take one.

Bucket List: Ideas on Travel Destinations

I love to travel and I also love to hear about the amazing trips our clients are taking.  This got me thinking about the countries that should be on my (yet to be compiled) Bucket List of travel destinations. I am open to suggestions if anyone would like to share their favorite places. Where are …View Article

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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