Consolidate Your Financial Holdings & Simplify Your Life!


If you have a 401 (k) in one place, an IRA in another, and various checking and savings accounts spread out over various institutions, it is just that much more difficult to keep track of them!  By consolidating your financial holdings you simplify your financial life and increase the odds you will pay attention to your money.  There is enough stress in your every day life without having to worry about remembering where your money is…

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2 Responses to “Consolidate Your Financial Holdings & Simplify Your Life!”

  1. cna training says:

    Wow this is a great resource.. I’m enjoying it.. good article

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