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coupling finances

Setting Up Joint Accounts: Tips & Tricks

Submitted by Paul B. Miller, CFP on February 7th, 2017

There are several issues that can create trouble for a couple's relationship. Financial matters usually take first place as money can quickly complicate the smallest of things. Whether it is reckless spending by one person, or a lack of financial strength by the other, monetary attributes tend to put blame on individuals.

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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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