Why wealth planning is a must for LGBTQ+ couples
When planning for retirement, LGBTQ+ people between the ages of 45 and 75 rely largely on their own knowledge and education, according to a study […]
When planning for retirement, LGBTQ+ people between the ages of 45 and 75 rely largely on their own knowledge and education, according to a study […]
While cash isn’t often the first term investors think about
when developing a well-balanced wealth plan, cash has an important role to
play. That’s why you may want to consider how liquidity can strengthen your
portfolio.
Indeed, liquidity management may play a fundamental role in
the relationship you have with your financial professional, because it helps
provide flexibility within a well-balanced financial strategy. Liquidity
includes everyday living and lifestyle cash needs, strategic borrowing and
generating an income during retirement.
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