Mark T. Wise, CFP, CFS, CRPC

Mark T. Wise, CFP, CFS, CRPC Mark takes a goals-based holistic approach to financial planning that includes Estate Planning, Taxes, Insurance, Income Planning & Portfolio Planning.

Take the hassle out of your next vacation with these travel apps that can help you plan, maximize your trip, AND save mo...
09/11/2024

Take the hassle out of your next vacation with these travel apps that can help you plan, maximize your trip, AND save money along the way! We’ve got our favorites, what are yours?

Discover the best travel apps. From trip planning to transport, food to fun things to do, these are the holiday apps you'll actually use & want to keep.

You may know how to save money on the "Big 3" travel needs: accommodation, travel, and food. But, what about all the ext...
09/04/2024

You may know how to save money on the "Big 3" travel needs: accommodation, travel, and food. But, what about all the extra fees that can derail your budget? Here's a list of hidden travel costs to keep in mind on your next vacation!

It's easy for travel budgets to get away from us. Here are 46 hidden travel costs and hidden fees to help you save money on the road.

Spending a chunk of change on the vacation of a lifetime? Consider travel insurance to protect you in the event you have...
08/28/2024

Spending a chunk of change on the vacation of a lifetime? Consider travel insurance to protect you in the event you have to cancel or run into trouble along the way. Here's how to find the best plan for what you need!

Find out whether you need travel insurance for your next trip, what it covers, and how to compare and shop for the best plan.

Losing money while traveling because of pickpockets or scammers is a huge punch in the gut. Don’t let that happen to you...
08/21/2024

Losing money while traveling because of pickpockets or scammers is a huge punch in the gut. Don’t let that happen to you! Be aware of these scams to avoid and keep your money where it belongs…in your pocket.

Do know about the most common travel scams? Read our expert guide to understand frequent tourism scams & how to avoid them while traveling.

Want to get off the beaten path and explore? Or find suggestions on things to see and do that might be different or uniq...
08/14/2024

Want to get off the beaten path and explore? Or find suggestions on things to see and do that might be different or unique? Check out Airbnb, which has tons of unique activities with local guides! Let's see who can find the most interesting experience! https://www.airbnb.com/s/experiences

Street fairs, festivals, and local gatherings are a great way to experience culture and have some fun without costing an...
08/07/2024

Street fairs, festivals, and local gatherings are a great way to experience culture and have some fun without costing an arm and leg. No matter where you are headed, bookmark these tips to find all the great things to do in your destination.

You’ve arrived, what next? How do you find local things to do while traveling that are unique and interesting? Here are some go-to resources.

Do you consider yourself a foodie? If finding the yummiest food is part of your vacation experience when traveling abroa...
07/31/2024

Do you consider yourself a foodie? If finding the yummiest food is part of your vacation experience when traveling abroad, follow these tips to find your next culinary encounter. Bon appetite!

Here's how Rick Steves finds his favorite restaurants in Europe.

When hunger strikes, having to purchase snacks at airport kiosks or convenience stores can hit your wallet...hard. These...
07/24/2024

When hunger strikes, having to purchase snacks at airport kiosks or convenience stores can hit your wallet...hard. These healthy travel snacks will keep you moving on your next round of travel and save you some cheddar!

If you’ve got upcoming travel, bringing your favorite snacks from home is a surefire way to ensure you stay full and ready for all that lies ahead. Here are 25 of our favorite travel snacks to take along on your adventures.

From finding the most delicious and energizing cup of coffee to savoring the local cuisine, food is one of the best ways...
07/17/2024

From finding the most delicious and energizing cup of coffee to savoring the local cuisine, food is one of the best ways to experience a new culture or travel destination. Here are some great ways to eat well while keeping your budget in check!

If you are wondering how to save money by eating cheap on vacation, it isn’t always easy, but these budget-conscious travel experts have some tips.

There are lots of amazing ways to check out the sights and sounds while traveling. If you feel the need for speed, renta...
07/10/2024

There are lots of amazing ways to check out the sights and sounds while traveling. If you feel the need for speed, rentable bikes and scooters can get you there in a jiffy! Check these scooter apps to see what’s available and get moving!

Which is your favorite scooter app? Here is a list of the 10 best scooter apps all around the world. Check infographic of scooter app features.

Most people reserve bucket lists for retirement. Why save all the fun for then? Here are 30 things to do while in your 3...
07/09/2024

Most people reserve bucket lists for retirement. Why save all the fun for then? Here are 30 things to do while in your 30s to make the most of this decade.

The Ultimate Bucket List For Your 30s By Author Nicole Booz Posted on Published: January 25, 2021 - Last updated: June 26, 2022 Categories Your Thirties, In Your 30s If your twenties are for figuring out WHO you are, your 30s are for your health, wellness, and peace of mind. Here’s my take on the...

One of the best parts of travel is discovering the local sites but getting around can add up. There are many ways you ca...
07/03/2024

One of the best parts of travel is discovering the local sites but getting around can add up. There are many ways you can sightsee while saving money along the way! Check out these tips on how to save some change while getting around!

These budget travel tips can help you plan ahead to accomplish all your travel goals—no matter your budget.

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