Weekend Reading: Coming Together

This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend reading investment simplicity Weekend reading investment simplicity
Weekend Reading

Despite what the news headlines say, you don’t need to hop on every investment trend to enhance your investment returns. Nor do you need to over-complicate your portfolio


Often, a simplified strategy can bring you the financial peace of mind you deserve, plus several other benefits, including:

📌 Time savings: When you have fewer accounts to manage, tracking investments becomes easier and less time-consuming.

📌 Reduced mental stress: Streamlining your finances means less stress caused by managing numerous accounts and emails.

📌 Lower costs: You might reap reduced investment expenses and improved returns.

📌 Simplified tax filing: Moving investments to a single platform simplifies tax reporting, plus eliminates the need to navigate different investment sites and complex tax forms.

📌 Estate planning: Consolidating makes it easier for your heirs to access and manage your investments.

What areas in your financial life can you consolidate and clear out the unnecessary clutter? Less time worrying about managing accounts means more time for you to focus on what matters most.