“I can’t emphasize enough the value of creating a shared financial vision with your spouse. Open and honest discussions about financial goals and challenges not only enhance mutual understanding, but they also contribute to a stronger, more aligned and harmonious approach to managing money.” – Ryan Malec, Partner at Unified Investment Management
Visit our Experts section where you’ll find financial expert Ryan Malec’s concise and easy to understand financial “to-do” checklist for empty nesters – or anyone in the second half of life.