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Investing Specialists

Create a Master Directory

This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.

The following is part of our 21 Days to Improve Your Financial Life special report.

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.