Once I read Ed Mahaffy’s book titled “How To Select A Financial Advisor: The Least You Should Know”, interviewed him, reviewed his video library, I knew we had the right person for this special financial planning series. On Fridays, TaxConnections presents questions often asked of a Financial Planner.
Dear Ed: Financial Planning Questions
Question: How much cash reserve should I maintain in the post-Covid environment?
Answer: Obviously, the answer varies depending upon the circumstances, but generally 1.5- 3.0 years of expenses.
Question: What is the best way to access these funds?
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