Just like decluttering your home and knowing where things belong in your house, your investments deserve a plan
If you’re ready to put your financial house in order, we’ve borrowed five tips from Marie Kondo to help you get started.Start by discarding
Go paperless. Electing paperless delivery of account statements, prospectuses, trade confirmations, and more is not only good for your environment but the environment at large. . Are you taking on the appropriate amount of risk? Are you taking on too much? Does your time horizontally align with your investment allocations? Are the beneficiaries listed on your accounts current?
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