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Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation

This is the final post in our Financial Fragmentation blog series. To view the previous post in this series, please see here. Reviewing your financial plans and goals on a regular basis is especially important for successful financial planning. To finish our Financial Fragmentation blog series, we would like to … Read more »

Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?

This post is part of our Financial Fragmentation blog series. To view the first post in the series, please see here. One of the most important functions of financial planning is to avoid making a big mistake. To continue our Financial Fragmentation blog series, following is a list of many … Read more »

Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?

The term financial fragmentation suggests a lack of coordination among your various financial arrangements. Financial fragmentation occurs when financial strategies are not properly coordinated with one another and are not properly integrated with your goals and objectives. For example, how do your taxes impact your investment choices? How does your … Read more »

Should You Consider Disability Insurance?

Many families could not continue their lifestyle if one of their sources of income was suddenly taken away. In the event of a disability, you would not only lose income and interrupt savings plans for retirement, but you would need to support the disabled family member for an unknown period of … Read more »

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