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Reply to "How many retirement/investment accounts?"
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[quote=Anonymous]My husband and I had separate old 401(k)s from previous jobs, as well as a brokerage account, all with different firms. After a dispute with the broker who held the brokerage account, we met with a financial planner last year who rolled the 401Ks over into IRAs and transferred the brokerage account so they are now all with the same firm. You obviously have to find someone you trust if you're going to do this, and our financial planner/brokers have a decades-long track record. It really simplifies everything to have all of it on one statement, and you can choose different funds/equities according to risk level for the different accounts if you need to be diversified.[/quote]
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