June 2021 - Kerr Financial

Archives

Expecting a Liquidity Event? Here are Five Steps You Can Take To Optimize Your Financial Resources

Five Steps to Optimize your Financial Resources before a Liquidity Event A liquidity event is much more than just a sudden inflow of capital. For many...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: Financial Plan, Inheritance, investment strategy, liquidity event, selling your business, tax optimization

How to reach your financial finish line!

Wealth accumulation, distribution, or transfer? Mending the financial planning generation gap How much accumulated wealth is needed to retire? How sho...

Categories: Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: Financial Plan, generation, Investment, investment strategy, retirement, Stages, Stories, Transfer, Wealth transfer