Click here for my background as a financial professional on FINRA's BrokerCheck.

Retirement Newsletter – May 2020

How should pre-retirees view illiquid assets?

Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or home, may become highly valued or appreciated over time, it can be wise to be frank and conservative when estimating their worth, especially if an owner wants to sell them to help fund their “Second act.”