Quote Of The Week: Making Your Savings Go Further In Retirement

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Consolidating your retirement accounts is an important step to take before retirement.

We tell clients all the time that when you near retirement age, it’s important to consolidate your retirement accounts. It’s very difficult to monitor investments, coordinate monthly income streams, and take mandatory IRA withdrawals when your accounts are spread all over town. Don’t believe us? See what Consumer Reports has to say:

“If you’ve changed jobs, you know how your retirement accounts can pile up. Consolidating accounts makes it easier to track your investments, avoid over-diversification or repetition, and reduce fees.”

Consumer Reports, Money Advisor, November 2014

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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