Case Study: The Monetary Challenge of Combining Established Households

Published: Jan. 20, 2020, 8:52 p.m.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Associate Michael Griffin, CFP®, to discuss the unique situation of two investors who plan to merge households once married after years of running their own finances.