Posts Tagged ‘Consolidation’
Consolidation Can Yield Huge Benefits for Investors
by Steve Cassaday, CFP®, CFS Having all financial affairs in one institution has many significant potential benefits and is one of the essential components of a good long-term investment plan. Consolidation should include brokerage, checking and savings accounts, charge cards, and retirement accounts. Obviously, not all accounts can be consolidated in all cases, but to the…
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