How we saved for our $20,000 retirement dream vacation
Some consider retirement to be synonymous with relaxation, but Shirley Frye and her husband, Dan, had something more adventurous in mind.
In 2015, the Fryes embarked on a 5½-month, 8,300-mile bicycle trek across South America. “We were both serious runners and hikers, and then, as the limbs and the legs started to fail, we got into cycling,” says Shirley Frye, 60, a retired chief financial officer at a community bank in Cape Cod, Mass.
Jerry Linebaugh, founder of Baton Rouge-based financial services company JLine Financial, not only helps consumers prepare for retirement, but he has worked with many clients to get their dream trips to fit their retirement budgets.
Note: These are the opinions of Jerry Linebaugh and the authors and not necessarily those of the Foundations Investment Advisors, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.
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