You Need to Have This Financial Talk With Your Spouse

Image for article You Need to Have This Financial Talk With Your Spouse
News Source : Kiplinger's Personal Finance

News Summary

  • Women stand to gain $9 trillion as Baby Boomer men age and pass wealth to their wives.
  • Women need to know where their investments are, in both non-retirement and retirement portfolios.
  • Discuss and determine what will happen if you have a health event that leaves you unable to care for yourself.
  • Look at an adviser's body language: Even if somebody says, "You don't have to pay me a fee," there are fees hidden in whatever they are doing — they may be paid by commission, for example.
We talk withRegina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super Woman Wealth How to Become Your Own Financial Hero, about the conversations wo [+4640 chars]

Must read Articles