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Investing Specialists

Create a Master Directory

Christine Benz

Note: This article is part of Morningstar's Retirement Matters Week special report. A version of this article appeared on Oct. 13, 2017.

When I speak to groups of retirees, I tell them that one concrete task I really hope they'll accomplish after hearing my talk is to create a master directory--a fancy name for a simple document that details each of their investment accounts and other financial relationships they have.