HealthHobbiesHolidayBudget Vacation Ideas

You work hard, and often. So, when it comes time to taking that coveted PTO, you want an epic vacation. Time away to recharge, rejuvenate, and relax.

But, of course, there’s the destination. Surely that epic trip is epically expensive? In which case, all of those positive feelings can get outweighed by anxiety — the dread of mounting  debt to pay steep bills from hotels, restaurants, and jet ski rental companies, to name a few.

Fret not. You can still enjoy an epic vacation without accumulating years’ worth of debt. It just takes a different mindset — and a bit of careful planning.

First, a note about the word “budget”: By that, we mean inexpensive, not cheap (the difference is one of quality). To be sure, a budget vacation will most likely not provide you access to that glitzy five-star property, but it doesn’t have to mean hostel, either.

To plan a budget vacation, below are a few ideas to get you started:

  • Lodging: Start by assessing your comfort preferences. While we dismissed hostels above, perhaps that aligns with your preferences — in which case, great. Hostels are inexpensive and often located near city centers, providing you with easy access to top sites and attractions.

If you’re the outdoorsy type, consider campgrounds, one of the least expensive options. If the thought of sleeping in a tent makes you shudder, look into RV rentals, which allow you a bed each night while still accessing a campground and its modest fees.

  • Volunteer-cation: Volunteer vacations afford you the opportunity to help others while experiencing their cultures first-hand. There are myriad options — you could help build a house, build a bridge, remove trash … a quick Internet search will reveal dozens of opportunities. Most are relatively inexpensive, too, requiring mainly that you arrive at the volunteer site on your own.
  • Off-season travel: If you’re willing to travel during low season (this is generally the winter months of your travel destination), you are likely to secure less expensive air and lodging costs. Look for travel deals closely, setting up notifications in the various search engines when airfares drop. Some sites even offer great deals if you’re available to travel on short notice.
  • Prepay and save: Prepaying for lodging or other large travel costs can sometimes get you access to discounts. This can be risky if travel conditions are uncertain (i.e., during COVID-19, for instance). However, if you’re confident that you’ll be traveling on given dates and are comfortable paying for that mega-deal in advance, you may be able to save.
  • Travel rewards: If you carry a credit card that offers travel rewards, you maybe able to apply points to air or land arrangements. (In fact, many choose specific cards just for their attractive rewards). Some awards can be redeemed for fewer points if you’re willing to travel at non-peak times. Check regularly, save, and go!
  • Staycation: Staycations have become increasingly popular, especially in 2020-21 during COVID-19. If you’re planning a staycation, don’t think of it as a sacrifice. You can maximize your enjoyment with the services you appreciate most, like fancy spas or elegant dinners. Or if you’re the outdoor type, plan full-day hikes or bike rides, returning each night to your home base.

A twist on the staycation involves staying at a local hotel or resort. You’re still close to home, which allows you some flexibility in booking last-minute deals that you find.

Bon Voyage!

 

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.

This material was prepared by LPL Financial, LLC.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.

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Holly Farrar

Client Services Associate

As director of First Impressions, I strive to make sure our clients have a comfortable and meaningful experience while providing remarkable customer service at the highest standards. I enjoy going to local Everett events and festivities while spending time with friends and family. I love to read, especially dystopian novels.  I am involved in volunteering opportunities within the community including grocery shopping for homebound people, coffee trailer and first responder appreciation.

Education and Biography

Training

Holly Studied Business and Management at Sno-Isle Business and Management & Everett Community College. She has over 20 years of customer service and administrative experience.

Specialisms

Holly’s focus is to create meaningful connections between our clients and our office. She schedules appointments, answers calls, processes transactions, preparing paperwork to maintain accounts as well as opening new accounts, and transfers.

Albert Ballesteros

With over 25 years of customer service working in the Financial Industry and the State of Washington, Albert is a welcome addition to the service team. He helps with opening new accounts and servicing current accounts. You have probably received appointment reminders from him. He also works with the marketing team in planning monthly letters to clients, planning special events and creating the weekly newsletters.
In his spare time, he volunteers at Northshore Christian Church, having completed two mission trips to the Philippines and has a passion for singing. He enjoys playing and watching most sports but is especially an avid fan of the Everett Silvertips.

Education and Biography

TRAINING

Albert attended Honolulu Community College where he obtained his AA in Liberal Arts.

SPECIALISMS

Albert joined Bailey Wealth Services in 2022. His focus is to provide support to both prospective and existing customers with exceptional customer service. He is very personable and brings professionalism to his role.

Wes Burroughs

One of the things I enjoy most about what I do is educating clients on what is available to them as an investor. Our clients know where they’re at financially and where they are going because we make breaking down the complexities of a constantly changing world a top priority. Outside of work, I love spending time with my wife, Blyn, and playing with our daughter, Sophia. I also enjoy running and hosting game night with friends.

Education and Biography

TRAINING
Wes attended Liberty University where he obtained his BA in Philosophy.

SPECIALISMS
Wes joined Bailey Wealth Services in 2021. His focus is helping families maintain and grow the wealth they already have. Wes enjoys working with our valued clients to facilitate financial relationships by providing solutions, solving problems, and helping them manage their financial lives.

A. Sean Bailey, CFP®

My mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. When I’m not engaged in professional activities, you can find me on a mountain top with my wife, Kim, and our two children, Eleanor and Oscar.

Education and Biography

TRAINING
Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington.

SPECIALISMS
Sean Bailey has been in the financial services industry for 30 years. He specializes in developing comprehensive financial, estate and retirement planning strategies for clients nearing and in retirement. Sean is a Registered Principal and Investment Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Sean is also a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group.

Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.

Sonya Jones

I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

Education and Biography

TRAINING

 

Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

 

SPECIALISMS

 

Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.

Sonya Jones

I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

Education and Biography

TRAINING
Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

SPECIALISMS
Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.