Should Couples Separate Their Accounts?

by | Dec 18, 2023


This is Pat Haggerty with Larchmont Wealth. One of the most talked about topics within financial planning is whether or not it is better to separate your bank and brokerage accounts from your spouse or your partner, or put them together. I believe that the real answer is that both can work. However, the deciding factor is whether you communicate and plan a mutual financial goal that you both work to together, regardless of whether or not you split up bank and brokerage accounts.

Investment & Money Hacks from 20+ years as a financial advisor in New York. Continue educating yourself on your investment journey.

Enroll in the Investment Academy!

You might also like

Follow my accounts and I will teach you how to be financially independent, free and how to build long-term wealth.