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Quick Tip for Generating Cash in Your Portfolio

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanMay 8, 2023

Super-fast blog today!  If you are looking to generate regular payments out of your portfolio and find yourself in a quandary of what securities to sell, try this:  Turn off the dividend/interest reinvestment feature in your mutual funds.  Those distributions will go to cash and can build up your liquid position without selling shares. Caution: …

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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