Do you and your partner share a joint account?

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Posted 2 months.

1 Comment

  • Jonathan Mayer - 1 month ago

    It’s worked for us for almost 25 years. Each also has a small separate account for miscellaneous things like gifts, travel, or other things we want to specifically save for.
    Our investments are all with the same broker-for tax reasons some are joint and some are separate, but we treat them all as one big account.

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