Skip to Content
US Videos

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 Morningstar.com. 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.