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Planning

Saving for a Dream

What is your dream? Golfing in Scotland, a gondola ride through the canals of Venice, hiking in Peru or lying on a sunny beach in the islands? What about staying at home, taking time to enjoy your garden, working on a home project or hobby? Whatever your dream, setting up a plan to save can help send you out the door and on your way.

Use our financial calculators to calculate how much a month you need to put away. Check out our Mesirow risk assessment questionnaire to see what tools and philosophies can help you in making a savings plan. Talk to an agent or advisor about your options to access your savings when it comes time to fulfill your dream. Some products guarantee an income stream (with cost of living adjustments) for a designated number of years to help secure your dream.

While you are saving money and making your dream plans, research discount airfares, hotel savings or special packages. Evaluate travel insurance coverage and options. Read books, learn a language, meet people who have traveled to your destination previously - it's all up to you on what will make your dream come true.

Talk to an agent or advisor about preparing for and reaching your dream.

Guarantees and benefits are subject to the claims-paying ability of the underlying insurance company. Asset allocation does not assure a profit or prevent a loss.