Whether you’re about to get married or you’re coming from previous relationship and entering a new one, there’s a lot of financial questions that ensue. Is it best to keep your financial lives separate, intertwined, or somewhere in the middle? There isn’t an easy answer and it depends on you feel, but there is some financial planning that should occur no matter what the result is! Take a listen to Adam and Ben giving a few ideas of what you should be considering when bringing two financial lives together.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.