Download the report (PDF)

Key Takeaways:

  • When developing a plan to meet long-term financial goals, it can be helpful to consider how you want to invest your assets-and how you may use liabilities.
  • Proper liability management and the tactical use of credit may enhance an investor's ability to meet financial goals.
  • Incorporating liabilities into an overall financial picture may assist in preserving wealth but also can magnify risk if not prudently managed.