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RE: Unified or Separate Portfolio For Goals

in LeoFinance4 years ago

For me too its hard too to maintain a single portfolio, because that needs constant attention when one of the gaol is nearing. So its better to keep separate and review once in six months.

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Yeah, that makes sense to me. I think there is a reason a lot of financial planners tell people to use the envelope or jar method. It is just better to keep things separate.