While all U.S. paper currency may be green, in the world of investing, we often refer to three distinct "colors" of money—each representing a different category of financial strategy. When evaluating any investment, there are three key qualities we typically seek: safety, liquidity, and growth. The challenge is, no single investment offers 100% of all three. That’s why it’s essential to understand which benefit you’re prioritizing—and what trade-offs you're making—within each "color" of money.
Key Provisions for Retirement Planning, Estate Preservation and Wealth Optimization
How the New Law provides opportunities for retirement and estate planning strategies.