Liquidity
Liquidity
Once we have confidence of income, we want a second tier of separate, liquid assets. This is money you don’t need for income. Money you can spend on opportunities or problems that pop up. If we don’t use it, it transfers to the next generation. We discuss what might you want it for, where should you put it?
Connect With Dan
If you are headed toward retirement, want to spend freely, not lose what you have, send less to the IRS, and leave more to the next generation, I can help.
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