The conversations around finances and marriage are different for those getting married closer to retirement age. Today, Paul covers a class that helps all couples understand how their partner feels about debt, standard of living, and other financial topics. Later, Paul and Jim focus on what makes marriage unique for people who are further along in their financial journey.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation
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