How Successful Couples Build WealthSubmitted by LWM | Linden Wealth Management LLC on October 22nd, 2019
How Successful Couples Build Wealth
When it comes to achieving financial goals, supporting one another, and building wealth, successful couples operate as a team.
In high-functioning marriages or partnerships, both individuals recognize and appreciate each other's strengths, and that when they invest together, as a team, the partnership works, and results improve.
At Linden Wealth Management, we understand and value the unique challenge couples face when tackling financial issues and goals together as one unit. To help couples who might be struggling with the right approach, we published "How Successful Couples Build Wealth," along with five helpful investing tips for savvy couples!
About Gerry and Linden Wealth Management
As a fiduciary and fee-only advisor, I don't make money by selling financial products. I'm free to recommend the strategies and investments that make sense for couples and individuals, based on a clear understanding of where you're headed in life.
If an open conversation of this kind will be helpful to you, request an appointment now. Feel free to call out any specific questions you'd like me to address.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.