Tag: couples finance
Sep 7, 2026
Over 40-plus years in financial planning, I noticed a common pattern with client couples: in meetings with advisors, one partner usually does most of the talking. The other sits back, nods in the right places, and answers direct questions. The professionals in the...
Aug 10, 2011
In a New York Daily News article today, Jean Chatzky writes that the latest research finds “that couples aren’t seeing eye-to-eye on retirement issues: One-third don’t know where they plan to retire, two-thirds don’t agree on their expected...
