Strategy is the Lost Key
Even if a family has access to accounts, the Strategy is often a key point of failure. The either/or dilemma is between an efficient, single-person plan and a transparent, shared strategy.
The solution is Transparency. Discuss the 'why' behind the plan with your partner, ensuring a mutual understanding of the family's financial strategy. This both/and solution is a core tenet of sound, comprehensive financial planning.
Dive deeper into this topic by visiting https://www.safesimplesound.com/family-financial-security-from-curious-to-confident/.
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.