Making Wealth Management Decisions as a Couple

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?

Consider that spouses reports higher relationship quality and stability when they feel they are both involved in financial decisions and processes.

With that in mind, here’s a look at what you can do to better ensure that you and your spouse are working as true partners toward your most important financial goals.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.