Craig Toberman weighs in on the Financial FAQ “How can I take a vacation without spending a ton of money?” in the Bloomberg “Wealth Weekly Newsletter”.
"If you can make May or September work with your schedule, you might be surprised to see how much further your travel budget will take you. Don’t forget to check Labor Day weekend, where you might find the bonus of shoulder season pricing over a true holiday weekend. Thoughtfully scheduling your 2023 vacation now will make the rest of your budget planning easier."
If you are interested in hearing more of Craig Toberman’s thoughts on financial planning that includes travel, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.