December 2017

Funding a Financial Shortfall

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Life is unpredictable, so it’s understandable if you feel you can’t prepare for everything. From losing a source of income to losing valuable possessions, the risk of financial shortfalls are always on the back of our mind. In this article I will outline several pre-emptive and reactionary courses of action to fund a financial shortfall. I will touch on topics from disability insurance to qualified plan distributions to illuminate several options available to fund a shortfall.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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