Between us we have about fourteen funds, cds, and other accounts. So you are saying that even though we have all kinds of statements, letters, notices from them we still have to call each one of them every year? That is ridiculous. I am beginning to see why there is so much actual money being held under the mattress. We are 80 years old and have a hard time remembering our own names let alone having to phone all these people.
LOL! God Bless you and your family.
Perhaps its time to add the children onto the accounts. Or liquidate, cash out, close 12-13 of those funds you can’t handle, and operate with 2 (3 at the most) accounts.
Maybe it’s time to consolidate these accounts into a more manageable size or better yet have a financial adviser assist you with your problem.