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Investors Shouldn’t Fly Solo When They Have A Co-Pilot FYI:

TedTed
in Off-Topic
FYI:
Regards,One of my closest friends manages his family’s money. His wife doesn’t know where their money is invested. Nor does she know how it’s invested. She claims she doesn’t care.
I’ve spoken to many financial advisors who say that’s common
Regards,
Ted
Ted
https://assetbuilder.com/knowledge-center/articles/investors-shouldnt-fly-solo-when-they-have-a-co-pilot-

Comments

  • Sven
    It is a good idea for couples to review their finance on quarter basis with respect to their retirement target, kids college fund and others. My father passed away a month ago and there is lots to do even though there is a will in place. We have young kids so we have to plan for everything.

    My wife and I use both books and software to organize the accounts, passwords, and etc. Few I like are:

    1. Get it together by Melanie Cullen, 6th edition
    2. Make your own living trust by Denis Clifford, 12th edition.




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