logo Martins View
 MWInvest.com Who We Are  What We Do  How We Do It  Our Quarterly Letter  Martins View
 Martin's View
Martin's View

RSS
A primer for spouses about investing
» Posted by Martin Weil on June 18, 2009

Morningstar has a great summary of questions anyone should be able to answer in the event of a death or disability of a spouse. Tops on the list: "Whom to contact?" 'Where is everything?" and "Which assets to tap first?" If you or your spouse do not know the answers, now would not be too soon to get up to speed.





Just A Thought Client Quotables Helpful Links

"Diversification is the name of the game because it saves you from a multitude of evils." - Ben Stein

Does your advisor clearly disclose any and all conflicts of interest? We do.

Check out our helpful links section for valuable investor resources.

  Client Resources  Helpful Links  Contact Us