Emergencies

by Philip Lee, CFP®

Travel Insurance: Do I need it?

I enjoy traveling as do many of our clients. While we may tend to focus on the travel costs, plans – where to go, what to see and who to visit we often do not think about financial issues such as insurance. The two most common travel related insurance matters are:

1. Emergency medical evacuation/foreign healthcare and
2. Renting vehicles abroad.

Emergency Medical Evacuation/International Health

College Transitions

By Philip Lee, CFP®

Julia, our daughter, started classes this week at Champlain College. Wow, does time fly by so I'm re-sharing my post -- these critical documents for the college bound is truly top of mind. She is 18-years old "on her own" as a freshman and these are critical documents to have "just in case". Some of these documents apply to non-students too!