Cleaning Out the Financial Junk Drawer

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Mr. Stillman's Opus

Business


We all have one. You can usually find it in the kitchen in one of the bottom drawers. It's that place where we toss rubber bands, paper clips, batteries, chip clips, and any other random item we don't have any other place for. It's our junk drawer and we'd rather avoid it then trying to get it organized. Believe it or not, our financial portfolio has a junk drawer filled with old 401(k) plans, old life insurance plans, and other products we bought years ago but haven't done anything with since.  In this episode, we'll look at some of those items you'll find in your financial junk drawer and give you some options for where to move the investments to better fit your needs.  You can read more about this show by clicking here.