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Ask KT & Suze Anything: Highlights from Avoid Emotional Poverty

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Importance of Transparency in Financial Planning

This chapter revisits discussions on the importance of transparency in financial planning, highlighting a listener's query about storing essential documents like life insurance and 529 plans. The speakers stress the necessity of clear communication with beneficiaries to ensure they are informed about their rights and the location of critical financial documents.

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