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9/11/20 10:58 AM
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Marshall Loeb sent his readers an early Valentine with his article about financial information that couples should share. By couples, he’s referring to those who are married or sharing ownership of financial accounts.
Number One: “Married couples and those with joint investments or accounts should know the names, addresses and contact information of each other’s broker, accountant, personal banker, attorney, insurance agent and financial planner.”
My thoughts: There’s no need for memorization of so many names. All of this information should be in a place known to both individuals. Separate files are not needed, especially if the household is shared. Having your lover’s financial advisor’s number on your speed dial is unnecessary unless the advisor is also your lover.
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