Todd PouliotFeb 1, 20221 min readWhat issues should I consider when funding an unexpected expense?This checklist covers the key issues to consider when a client must fund an unexpected expense. It addresses:Payment strategiesFunding sourcesTax consequencesImpact on the overall financial plan
This checklist covers the key issues to consider when a client must fund an unexpected expense. It addresses:Payment strategiesFunding sourcesTax consequencesImpact on the overall financial plan
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