Consolidate Your Accounts to See the Big Picture

As you may have noticed, many financial institutions are raising or re-instituting fees for services that used to be free. Often these fees aren’t much, but if you have a number of accounts, it adds up quickly. Fees aside, having multiple financial accounts can make it more difficult to see the “big picture” of your financial situation. This is particularly true when it comes to investment accounts, where it’s critical to understand your asset allocation […]

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