Tag Archives: #FinancialSecurityPlanning

Are certificate of deposits liquid assets?

Are Certificates of Deposit (CDs) Liquid Assets   When managing personal finances, understanding what constitutes a liquid asset is essential. Liquid assets are assets that can be swiftly and effortlessly converted into cash without a loss in value. Common examples include cash, checking accounts, and some types of investments. But where do Certificates of Deposit… Read More »

Q14.77 Will and inheritance tax planning ?

                                                                                      Will and inheritance tax planning Will and inheritance tax planning Website link… Read More »