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Case Study: Investing as a Couple
Manage episode 412826790 series 12842
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
755 episoder
Manage episode 412826790 series 12842
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
755 episoder
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