When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy?
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is essentially a marketing strategy.
As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests.
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce.
“Here’s to a long life, and a merry one…”
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way.
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