When creating a projection for one couple, we learned that they were on track for a major liquidity issue. We had a serious meeting and recommended that they would have to sell a few of their larger physical assets. It was difficult for them, but they did complete the sales and achieved financial stability as a result.
Quarterly Review
2022 First Quarter Review: Extraordinary Influences/Inflation Concerns
Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and
May 23, 2022
