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You’ve been dreaming of your next summer vacation for quite a while, and the time has finally come to start preparing. Know that a good plan will help you get the most out of your holiday.

How much do you want to spend?

You’ve worked hard all year and you really want to treat yourself this summer by increasing your vacation budget, because you deserve it! Calculate all the costs of your trip and add a few dollars because it’s easy to give in to temptation on the spur of the moment. Then speak with your Professionals’ Financial Advisor to make sure your vacation budget fits into your financial plan.

Things to include on your to-do list before leaving

Be sure to give your family members remaining at home your itinerary and the contact information of the places where you’ll be staying. You should also notify your financial institution about your trip so they won’t freeze your accounts because of unusual activity. Lastly, if you don’t already have a will, why not make an appointment with a notary to draw one up? You’ll save your loved ones a lot of trouble if, by some misfortune, a serious accident occurs during your vacation.

Take off worry-free

If you’re flying abroad, make sure your passport is in order at least 4 to 6 weeks before you leave. To avoid disappointment at the baggage carrousel, identify your suitcases with a brightly colored sticker, belt or scarf. And since unforeseen events can always force you to cancel your flight, buy cancellation insurance if your credit card doesn’t provide this coverage.

For an analysis of your situation,
get in touch with one of our advisors