The Importance of Both Spouses Being Involved in Financial Matters

“Both spouses need to know basic things about family finances, no matter who handles bills or long-term investing. That means looking over tax returns, knowing about the bank accounts, keeping tabs on everyone’s retirement balance and making joint decisions about big financial moves like buying a house.” I would also add estate planning, women especially. 2 out of 3 women are widowed at age 64 and it is vital to know how the plan works, who your advisors are, and where to locate important documents.

Related Posts