Skip to main content


Showing posts from November, 2013

Pulling it Together for Retirement & for Your Family

Time to organize and centralize your documents. Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a fire-proof cabinet; it could be a file folder. Regardless of what it is, by centralizing the location of important papers you are saving yourself from disorganization and headaches in the future. So what should go in the vault, cabinet or folders? You will want to include:   Those quarterly/annual statements. Recent performance paperwork for IRAs, 401(k)s, funds, brokerage accounts and so forth. Include the statements from the latest quarter and the statements from the end of the previous calendar year (that is, the last Q4 statement you received). The custodian for your assets (think Pershing, Schwab, TD Ameritrade) generally make available up to ten years worth of statements and tax documents. Just make sure the website, username, and passwor