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Look Ahead to Your Retirement

In Week 3, it's time to simplify your investment life by streamlining your portfolio and creating helpful documents that every investor should have.

Christine Benz: Hi, I'm Christine Benz for In our special series, 21 Days to Improve Your Financial Life, we're going to help you improve your financial well-being, one day and one job at a time.

Week 3 is all about looking forward--up to and into your own retirement. I often speak to groups of retired investors, and one of the key messages I try to impart is the virtue of simplifying their investment lives. Simplifying a financial plan is an absolutely worthy goal at any life stage, but I think it's particularly important for older adults. Our portfolios often get more complicated as we age, but as we get older we may have less of a desire or an ability to manage a complex financial plan.