Certified member, Rorik Larson, was quoted in “How to Make Your Financial Life Happier in 2022” in The Wall Street Journal by Anne Tergesen. “If you have more than one traditional IRA, Roth IRA, 401(k) and taxable account, consolidate your holdings into one of each type so you will have fewer statements to keep track of,” says Larson, an adviser in Palos Heights, Ill.