Henssler Money Talks

Case Study: Investing as a Couple

April 16, 2024 Henssler Financial Season 38 Episode 15
Case Study: Investing as a Couple
Henssler Money Talks
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Henssler Money Talks
Case Study: Investing as a Couple
Apr 16, 2024 Season 38 Episode 15
Henssler Financial

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Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. 


Read the Article: https://www.henssler.com/from-i-do-to-we-will-how-marriage-impacts-your-finances 

Show Notes

Send us a Text Message.

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. 


Read the Article: https://www.henssler.com/from-i-do-to-we-will-how-marriage-impacts-your-finances