Reuters: “How to afford the big price tag of your lifetime bucket list”
Reuters, Feb. 21, 2023 — Marguerita Cheng, CFP® Pro, is featured in today’s article by Chris Taylor about how to afford your big dreams. Marguerita is helping clients pay for their bucket lists by thinking outside the box.
“Get creative,” she insists. “The goal of one of my clients was to play on as many courses on the PGA tour as possible. He and his wife made this happen by volunteering for the PGA. Another client really wanted to see the world and explore the Caribbean, Central America, Latin America, and Africa. Since he is a retired pharmacist, he volunteered on medical missions.”