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Feb
16
Planning For Life's Big Events
At some point in our lives, we will all face an event that will affect our current lifestyle, sometimes for the good, sometimes not. The common thread in these events is not only do they have an emotional side, but they can also carry a financial consequence that can impact our lives, whether it be positive or negative. Some of these events are expected and we can plan for them: retirement through savings, death with life insurance and estate planning, and health concerns by purchasing insurance coverage.  What about the events you wouldn’t think to plan for: divorce, or, on the positive side, winning the lottery or an unexpected inheritance. If you are lucky enough to work with a trusted advisor, with whom you have discussed the...
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC.  Investment Advice offered through Mike Bonacorsi, LLC, a Registered Investment Advisor and separate entity from LPL Financial.



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