Monarch Capital Group | Insurance & Financial Services | Unexpected Life Events
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UNEXPECTED LIFE EVENTS

When planning your financial situation with Monarch, you will find strategies, products, and services that can make life’s challenging moments more manageable. While every situation is different and personalized, these may include:

 

-Keeping a liquid, cash emergency fund

-Having life insurance in place for the loss of a breadwinner

-Disability insurance in place for replacement income

-Knowing when to tap into retirement funds and the tax implications

-When to access illiquid investments and tax implications of doing so