Education

Things to Consider When Going Back to School

Things to Consider When Going Back to School

Now that Labor Day’s passed, summer is officially over and it’s time to head back to school. But it’s not all for the kids sometimes. We’re big on education funding around Merino Wealth so this time of year can be really exciting as we see clients move forward with the goals we’ve been planning for.  One thing I’ve noticed is that many of our clients hitting 10-15 years in the workforce are making moves. It’s like we hit this point where we look back at our hard work and decide we want more.  In some cases, that means going back to school to earn an advanced degree. It could mean changing industries or positions. At times, it includes taking a break from work to travel or spend time with family. In extreme cases, it may involve starting your own financial planning firm in a large metropolitan area.