A Financial Advisor’s Ideas on How to Simplify Your Personal Finances

Posted on Jan 26, 2015

Consolidate your investment accounts – As life progresses it is almost inevitable that people begin to accumulate different types of investment accounts held in different places. It may be because you had a job change, inherited some assets, or maybe just spontaneously opened a new investment account somewhere when the need arose. Yet as time has progressed you now have multiple investment accounts at multiple locations, and have a very hard time keeping track of them, not to mention what they are invested in. Consolidate these accounts into one location and not only will you find it much...

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