Valuation is the process of determining the current worth of an asset, company, or liability; typically needed for the merge, sale or funding of a company.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death. Financial terms
Liquidity is the efficiency or ease with which an asset or security can be converted into ready cash without affecting its market price. Financial terms
An annuity is a financial product that pays out a fixed stream of payments to an individual, typically used as an income stream for retirees.
