The Wall Street Journal has a good article on keeping track of your finances in retirement. One suggestion that makes a lot of sense, and not just for retirees, is to consolidate your retirement accounts.
Consolidating your accounts will make it easier to monitor returns, rebalance your portfolio, diversify your assets and take required distributions. Another plus: It will be easier to update your address, email, bank routing numbers and beneficiaries.
At Korving & Company, we have brand new book that is specifically designed to gather all that information that you need for your beneficiaries. For a copy, call us at 757-638-5490.