Рет қаралды 24
Tune in as Alex Manassa, MT, CPA, JD, esteemed Senior Financial Planner at Szarka Financial, joins Catherine Boyd and Joe Cronauer on "Good Company" to discuss the intricacies of financial planning in second marriages.
This episode offers a deep dive into the key financial strategies essential for couples entering a second marriage. Alex explains how to effectively manage assets, debts, and future planning with practical tips on estate planning and managing shared expenses. Discover how to navigate the challenges of merging finances with a new partner and ensure your financial stability for the future.
Originally aired May 7, 2024.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.