What to Do When Your Married Clients Can’t Agree on Retirement Planning

December 16, 2021
A wedding cake topper featuring a bride and groom figurine standing back to back. The groom is in a black suit, and the bride is in a white dress with a veil, holding a bouquet. The cake is decorated with white icing and pearls.

Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key stress points is when to take Social Security payments. Read the full piece in ThinkAdvisor here.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

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