Events and Media

It’s Not Too Late to Plan a Summer Family Vacation -

Traveling as a family can get expensive, especially during the peak summer season. I was recently quoted in an article that discussed ways to plan a summer vacation on a budget. 

If you’d like to set aside a little more for your vacation, consider your spending in other areas of the budget and see if there are places to cut back slightly over the next three months,” Theresa C. Wan, certified financial planner, chartered financial analyst, and the principal of Treesa Financial Planning LLC in New Jersey, says in an email. “For example, eating out once a week instead of twice a week, buying $1 coffees instead of $4 lattes.”

For family vacations, Wan says last-minute sacrifices can function as an educational tool to help children learn how to delay gratification. They might give up ice cream tonight if it means going to Disneyland in a few months.

And remember that sometimes cheap travel comes to those who wait. This can apply to hotels as well as airfare. Wan recommends checking travel sites often for last-minute deals. She recalls one client who jumped on a deal to Vietnam for the following week. She says the family of four had a great time at an “unbeatable price.

Click here to read the full article.

Women in Finances: Managing Your Money One Day at a Time

Theresa C. Wan will be one of the panelists speaking at Meet the Experts Mentoring Session presented by The Women's Institute and United Water. The event will be on the topic of Women in Finances: Managing Your Money One Day at a Time.

Please join us on Tuesday, March 19th, 2013 from 5:30pm to 7:30pm at Bergen Community College, 400 Paramus Road, Technology Building/Moses Center Tech 128 E/F, Parking Lot B, Paramus, NJ 07652

For more information, please click here.


Balancing Retirement with Supporting Adult Children

Over the years, I've worked with clients who continue to make gifts to their children well into their 30s and even 40s. While there's nothing wrong with giving to adult children, I find that it's important to point out to my clients that before they start helping their adult children, they should first figure out if they are in a financial position to give and how much they can afford to give without putting their own retirement at jeopardy. 

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Free One-On-One Financial Advice on 2/7 and 2/12

TCW Financial Planning will be participating as a volunteer financial advisor for the Annual Jump-Start Your Retirement Plan Days hosted by Kiplinger. If you have any personal financial questions for us, please join us in one of the four online chat rooms available on 2/7 and 2/12! We look forward 'seeing' you then! Please share with family and friends who might be interested. For more information, please click here.