Press Release

When Your Married Clients Can't Agree on Retirement Planning

December 16, 2021

When it comes to money matters such as retirement planning couples may differ in their priorities and risk tolerance.  Dustin Gale weighed in on how he advises couples who don’t always see eye to eye on their monetary decisions. 

Committing to a charitable gift amount as a couple [and then] splitting the amount between spouses, each for their own interests, is often a great approach. – D. Gale


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