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Doug Oosterhart, CFP®
Owner/Financial Advisor
LifePoint Planning, PLLC
1821 Walden Office Square, Suite 400
Schaumburg, IL 60173
Phone: 844-505-3618
Email: doug@lifepointplanning.com
Website: www.lifepointplanning.com
July/August 2026
Safe Financial Travel
Summer getaways are fun—but costly if you're not careful. Protect your money with these quick tips:
- Alert your bank/credit cards — Tell them your travel dates and destinations to avoid card freezes.
- Set a firm budget — Include flights, lodging, food, activities, souvenirs, plus a 15% buffer for surprises. Track spending daily.
- Use credit cards wisely — They offer better fraud protection than debit. Avoid public Wi-Fi for banking; use a VPN if needed. Carry some cash as backup.
- Dodge scams — Book only through trusted sites, skip wire transfers, ignore "free trip" offers or fake rentals. Verify everything.
- Monitor accounts — Check balances daily via apps and enable transaction alerts. Report issues immediately.
Plan smart, stay vigilant, and enjoy your trip worry-free—your wallet will stay safe too!
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