Three Strategies to Organize Your Retirement Accounts

Streamlining your accounts and investments, which helps you to know where all your money is and gives you more control over it, is key to a sustainable retirement.

An older man looks at a laptop on the kitchen table while his wife looks over his shoulder.
(Image credit: Getty Images)

For most Americans preoccupied with amassing enough savings to avoid running out of money in retirement, organizing their accounts and investments isn’t a top priority. Instead, they’re focused on accumulating as much in retirement assets as they possibly can. While that focus is commendable, without organization, it can be more difficult to create the sustainable retirement you’re seeking.

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Gracie Gann, IAR
Partner, Advantage Retirement Services

Gracie Gann, partner at Advantage Retirement, takes pride in being a part of a family-owned firm that provides an array of financial options, strategies and services to best fit the needs of each unique client. Advantage Retirement specializes in helping clients navigate the twists and turns of retirement through an ongoing relationship and diligent financial planning. As a part of an independent advisory firm, Gracie prioritizes informing clients on all of their options, believing that if a client knows the full scope of options, they can feel more confident in constructing the best path for their future.