This year, Summit Wealth MI launched a new travel group that we lovingly call All Aboard Travel. I established it to accomplish a few goals of the many MI clients I serve, the first being to break down barriers to traveling. I wanted people to feel as though they could travel by making them realize how easy and cost-efficient it can be and showing them that finding a travel buddy is easier than they think. Most importantly, I wanted to remind everyone that travel is about fun and enjoyment, and we should all be excited to explore new places.
In January, we started working toward these goals and brought in a client who had traveled Route 66 for several weeks a few summers back. Imagine the fun of that! I liked the notion of sharing our travel experiences and generating new ideas for our bucket lists.
West River Travel and Brenda Bolin have partnered with me to help with our future travels, support the group with travel tips, and advise on individual travel needs (including outside of the group).
When we met in April, I shared some financial tips for travelers. My suggestions included working with organizations in the USA and abroad on projects related to animal welfare or national parks. The majority of these entities seek a commitment ranging from a week to a year, but most expenses can be paid. Sometimes, an organization would require you to fly there at your own expense but will provide lodging and food. Such an arrangement offers the incredible opportunity to meet new people and explore the natural beauties of another country.
When a client shared with us her recent experiences in Colombia, my first question to her was, “Why would you go there?” In her case, the visit followed an invitation from a work partner who was born and raised in the country and still has a home there. Traveling to Colombia required jumping over many hurdles, but she loved the experience, and nothing would keep them from visiting again.
Yesterday, we had our third meeting, this time at a new venue – a lovely private room at a restaurant here in Grand Rapids. We will likely use this place for the next few quarterly meetings. Here are some of the tips and experiences shared at our most recent gathering.
- Don’t forget what a beautiful state you live in! In Michigan, you can visit Mackinaw Island and stay at the Grand Hotel, either over the weekend or during the day.
- Glen Arbor, Michigan is another place most would not think of, but staying at The Homestead offers the pleasure of enjoying a beachfront and the nearby Sleeping Bear Dunes.
- Michigan’s noteworthy spots include Grand Traverse Bay, where you can stay at the Grand Traverse Resort, play golf at the famed Bear Golf Course, or be pampered at the wonderful shops and spa.
- Using a senior center could also be a wonderful way to meet new people, go on a day trip, or sign up for a weeklong adventure. The Northview Senior Center is one of the best in our area, offering huge rewards for an annual membership fee of only $18! Importantly, you don’t have to live in the Northview Community to enjoy the benefits. Please visit northviewseniors.org for more information, including a detailed newsletter.
- A client told us about the Alaska land and sea trip she took in May this year. She had journaled daily during her trip, so the details were excellent, and her account (complete with pictures) kept us riveted for over 30 minutes. It was fascinating!
- Brenda from West River Travel shared with us that Southwest Airlines is finally embracing seat reservations. It is our understanding that things will change later in 2025 as the carrier redesigns its aircraft to support assigned seating. So far, indications are that the “2 free bags” policy will remain in place.
The event that just wrapped up was our best yet. Each time I host, I learn something new from either West River Travel or one of you in attendance. This continuous learning process not only keeps us informed but also empowers us to make better travel decisions. Thank you for joining our group, bringing others with you, and being willing to share your experiences and ask great questions. Cheers!
Shari K Hooper, CSA, BFA
Senior Wealth Advisor
