EMBARKING ON NEW ADVENTURES Linda and Jeff’s Inspiring Cruise Journeys Retirement is the beginning of a new and exciting chapter in life! It’s a time to embrace passions, explore new adventures, and make the most of the years ahead. For Linda and Jeff, long-time Wolf Retirement clients, retirement has been anything but slowing down. With a love for travel, they’ve already embarked on 27 cruises and have nine more planned through the end of 2025. Linda and Jeff have enjoyed every destination thus far, with three trips especially standing out as memorable: Martinique, Aruba, and St. Martin. “All three are simply breathtaking,” they say with smiles. “The beaches are beautiful. In Aruba, there are cacti everywhere, which we weren’t expecting; and in St. Martin, there’s always something fun to do, and shopping is great!” “We love cruising,” they tell us. “It’s a great way to travel to places that we otherwise wouldn’t have a chance to visit.” They enjoy the ships, taking advantage of the amenities, and meeting new people. “We love the opportunity to choose if we want to be social or stick to ourselves, and the ships allow us that option,” they say. Linda and Jeff are loyal to the Carnival cruise line, although they’ve taken Royal Caribbean four times and had a great experience. They recommend that anyone interested in taking a cruise should take a shorter cruise to test it out, explore the different options, and ensure they don’t get seasick. Linda and Jeff tend to opt towards the longer cruises — the longest adventure they’ve been on to date is 14 days! In fact, they have a 14-day Panama cruise coming up that they are excited about, because it’s a new destination to check off their bucket list!
TAKE A Break!
... continued from Cover
shared celebrations strengthen the bond and commitment within the team. Trust — the Foundation of Success: I believe trust is built upon mutual respect. I trust my coaches’ expertise and dedication to guide me through my unrelenting training regimen, striving to conquer the three mountain marathons. Similarly, we want our clients to place their confidence and trust in us to provide sound advice and strategies for their retirement plans, striving to secure their future. This long-term trust prevents short-term setbacks from derailing overall goals. Our journeys are both epic, and I can only hope our adventures mirror each other’s dedication, resolve, and resilience to achieve great things, both on the trails of Lake Tahoe and on the road towards your abundance in retirement. Keep your eye on the prize — together, we will conquer our quests!
Thanks so much for sharing your adventures with us, Linda and Jeff! Until next time! Bon Voyage!
-Adam Wolf CPA, CFP ®
2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
www.wolfretirement.com | 3
Made with FlippingBook Ebook Creator