Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

Chris Schiffer,  MBA, CFP®, CPA,  AIF was quoted in the TheStreet article “Leaving All the Financial Decisions to One Spouse Is Asking for Trouble” by Scott Van Voorhis on the importance of getting the view of both spouses when setting goals and creating a financial plan. Certified Financial Planner™ (CFP®) professionals can help ensure that a plan that addresses both spouses needs is created.

At AEPG, we work with both spouses to ensure we get both perspectives and work to develop a balanced financial plan addressing the needs of both spouses and place a focus on education to ensure both spouses understand their financial plan.