Is It A Good Idea To Have Multiple Retirement Accounts?Many people collect retirement accounts over the course of a career without ever stepping back to see the full picture. That scattered approach can create confusion, missed opportunities and unnecessary risk....
Whose Name Goes First On A Joint Tax Return?
We’re diving into a small but fascinating detail hidden inside nearly every married couple’s tax return: who gets listed as the “taxpayer” and who is labeled the “spouse.” While the choice doesn’t affect the amount of tax a couple pays, it does reveal a surprising amount about cultural expectations, financial dynamics, and how those patterns are slowly evolving. Arabella Parins, CFP®, CPA and Rebecca Posig, CFP® take a closer look at what the data shows, why it matters, and how it reflects the changing role of women in financial decision making.