I travel ALL of the time…IN MY HEAD! But I do love to hear all about our clients’ latest adventures. Piggybacking off of our last travel blog, if I were to travel, I would:

1. Get travel insurance.

No one thinks they will get sick, injured, or robbed while traveling… But these things happen. Trust me.

Get travel insurance. We recommend United Healthcare Global.  For a few hundred dollars, you can cover a family of four, and if something happens, you don’t need to worry about huge hospital bills, medical evacuation or stolen gear. Also, travel insurance will safely transport kids back home if something happens to the adult they are traveling with. That’s just one less worry.

2. Back it up.

Have a digital and a physical copy of:

  1. Passports
  2. Visas
  3. Driver Licenses
  4. Birth Certificates
  5. Health Insurance cards
  6. Your itinerary
  7. Important phone numbers
  8. The contents of your wallet (credit cards, etc)
  9. Any prescribed medicines you are taking

Keep a copy of this information tucked away safely in your suitcase, and leave a copy with someone at home in the (near-unavoidable) event that your luggage gets lost.

3. Stash some cash.

Hide cash someplace in case you lose your wallet, your card stops working, or the ATM’s run out of money. You will be glad you did. Shove it in a shoe or sock or an empty lotion bottle, but stick some away in case you are caught short.

4. Avoid sharing online.

I tell this to my kids ALL. THE. TIME. Share your pictures and your adventures on your online accounts after you come home. It’s become super easy for a person to see that you are off traveling the globe. Unfortunately, if you post your pictures live, you’ve also made it easier for that person to rob your home.

5.  Pack earplugs.

Enough said.

Happy travels to everybody!

Contact the White Oaks team if you’d like more information on the above, or need financial planning assistance.

The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.