Priscilla and Robin each had several different retirement accounts from previous employers.   Some of their statements came in the mail; some were sent online.  They were not even sure what retirement accounts they had and their total retirement savings.   

They worked with their financial planner to consolidate their retirement accounts, making it simpler to analyze and manage.  This also saved them significant money since they were incurring management fees in some of their old accounts.  Together with their planner, they developed a long-term investment strategy for each of their retirement accounts.  They also reviewed and updated the designated beneficiaries for each plan to ensure that their partner would inherit the funds.