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Jeffrey Settle, CFP®




What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, March 5, 2015

It may seem obvious to you, but for many people I come in contact with, this is a major point of contention. I get asked all the time, "Should we have a joint checking account, or should we maintain separate accounts?" I've seen every...