Retiring With Enough
Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.
Retiring With Enough
Simplifying Finances with Account Consolidation
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Multiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it’s just harder to keep track of multiple accounts across multiple platforms.
Is it time to consolidate financial accounts?
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