Do you remember watching the classic Chevy Chase movie “National Lampoon’s Vacation”? You might recall that trip was one crazy mishap after another.
With hints of spring in the air and kids getting a well-deserved break from school, many of us are heading out on vacations of our own, hopefully, without the stress that the Griswolds encountered.
Although it’s unlikely you will encounter the non-stop disasters the Griswolds faced on their vacation, it’s still a great idea to prepare before you go. A couple of items to consider:
- Browse Legacy’s Summer-Travel-Checklist, applicable for any trip you take, to ensure you truly have a relaxing and financially responsible vacation.
- Use your eMoney vault to securely store electronic copies of your important documents such as your passport.
- Unfamiliar with the eMoney service? eMoney is a service to which our current clients have access that allows them to track spending habits and cash flow, monitor investments, store documents in one secure location, and more. Learn more about the service here.
How Storing Documents in Your eMoney Vault Can Help Save Your Vacation. We have had countless reports of clients who have averted Chevy Chase type escapades by using their eMoney vault.
When a couple lost their passport while traveling in Italy, the husband was able to show the Embassy official a copy of his passport from his secure eMoney vault, which hastened the resolution of their problem and got their vacation back on track.
In another case, a client was away on vacation during the purchase of a home when their bank requested tax records and asset documents to finalize the loan. Because this client had stored these documents in an eMoney vault, it was a simple matter to get his records to the bank. No running to get a friend or relative to retrieve the information from the home files. No stress. Problem solved.
Although there’s no absolute way to ward off every possible intrusion to your vacation, planning for contingencies and securing copies of your important documents may just avert a disaster.