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The time came this summer when my family was planning to spend a week away from home and enjoy the peace and quiet of the northern woods of Wisconsin. It has been a while since I’ve taken some solid time away from working — I would say it’s been about 18 months since I’d taken more than a three-day weekend off of work — but I knew I needed to do it.
But my firm is still in its infancy. How do solo advisers get away from it all?
Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only … Read full bio
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