How a NYC Family Could Build a $30K Annual Vacation Fund

What does it take for a couple making $500K in their 40s to raise a kid in New York City and build a $30K annual vacation fund? This financial plan shows how childcare and education costs, housing, retirement savings, and lifestyle choices get balanced to make room for the memories that matter most.
This is more than budgeting. It’s about identifying trade-offs, prioritizing goals, and using strategies like automated savings and tax planning to turn “impossible” into realistic.

👉 See how NerdWallet Wealth Partners can help you plan for both today and tomorrow at https://www.nerdwalletwealthpartners....

Money decisions don’t get easier when you start earning more — they often get bigger. RSUs, 401(k) strategy, buying a home, raising kids, planning vacations, and still saving for the future…the responsibilities can multiply.
This channel breaks it down. Each week, our financial advisors share investing and tax strategies for high-earning professionals and walk through financial scenarios you may face in your 30s, 40s and 50s. From navigating stock options to debating rent vs. buy to figuring out if you can afford that European vacation, you’ll get clear, actionable information.

We’re NerdWallet Wealth Partners — financial advisors in the same life stage as our clients. We know what it’s like to juggle careers, mortgages, stock options, and growing families, so our advice is grounded in the same trade-offs you face.
Subscribe for weekly videos, and learn more about working with us at https://www.nerdwalletwealthpartners....

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