Pay a tax bill
You just met with your accountant only to learn your tax bill is higher than expected. Should you consider liquidating assets, tapping into cash savings or are other options available?
Pay expenses related to unexpected events
When dealing with a death in the family, a natural disaster, or other unplanned situation, emotions and stress can run high. The last thing you want to think about is how you’re going to pay for everything. You need to know you can cover expenses quickly, without sacrificing progress towards your longer-term goals.
Plan for a major life event
Major life milestones, like planning a wedding or going to college, can be exciting – but these occasions can also be expensive. How do you plan for and enjoy these events without derailing your future financial health?
