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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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.