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The Holidays are Coming - Have you Cleaned House?

Posted by Julia W. Rogers Posted on Nov 16 2015

Many cultures have a tradition of cleaning house before certain holidays. This is part of the penitential period that precedes many religous holidays. Of course, it's also a good excuse to clean house. 

As we approach the holiday season and year end, its a good time to clean your financial "house". Do you have stocks that are in paper form or held in "drip" accounts? At one time, these were very popular. However, they are difficult for your executor or trustee to manage if you become incompacitated. 

Contact your investment advisor or brokerage firm to arrange for these investments to be transferred to your existing investment account. Or, if you don't have one, arrange for a low cost account with an investment firm such as Schwab or E*Trade to hold these investments.