Are you and your spouse on the same page?
After 24 years of marriage, Joe and Jane often finish each other’s sentences. So imagine how surprised they were when some differing goals emerged during a recent retirement income planning discussion with their financial advisor. As their advisor led the couple through an exercise designed to help them set retirement priorities, they discovered that Joe was eyeing a particular pocket of savings to enable his early retirement. Jane, on the other hand, viewed that same account as a fund for their children’s college education.