Ryan, Alex, and Andrew discuss the important of consolidation. Many people have multiple bank accounts, investments, insurance, ect…It is hard to manage your situation when things are all over the place. We find titling and beneficiaries hardly ever match up. When a death or incapacity happens it also creates more companies to deal with. Listen in for some tips on what to look for and how to start creating change that will put you in a more organized position.
