Liquidity Reserve Review

Liquidity Reserve Review1 of 5

Five questions, about two minutes. You’ll see your result right away.

About the Liquidity Reserve Review

Answer five questions to see how many months of essential spending your cash reserves cover.

Cash measured against essential bills.
Coverage is measured against essential expenses rather than total spending.
Accounting for guaranteed income.
Social Security, pensions, and annuities reduce how much of your spending cash has to cover. The review includes them.
Planned one-time costs.
Tuition, tax payments, and home repairs reduce the cash available for essential bills.
A range, not a plan.
You will see a range such as “6 to 12 months of essential spending”. It is a starting point for a conversation with a qualified investment advisor.