Hi All,
Been a lurker here for years. Real quick question: What does everyone use for managing all of your money?
DW and I feel like we have money spread out all over the place, separate 401ks (Can't do much about that), but 2 separate banks, multiple trading platforms (TDA/Fidelity), multiple ESPP companies, Treasury Direct, etc
What do you all use to try to consolidate some of these accounts going into retirement? Its becoming unbearable to manage for us.
Thanks!
Been a lurker here for years. Real quick question: What does everyone use for managing all of your money?
DW and I feel like we have money spread out all over the place, separate 401ks (Can't do much about that), but 2 separate banks, multiple trading platforms (TDA/Fidelity), multiple ESPP companies, Treasury Direct, etc
What do you all use to try to consolidate some of these accounts going into retirement? Its becoming unbearable to manage for us.
Thanks!