Most advisers take on couples as clients, but many don't realize there are pitfalls to avoid if you want to make sure both receive top-notch advice. Some of these 10 moves are obvious mistakes, but others are tricky to avoid.
Here’s a list of things most likely to cause problems with couples.
Kathleen Burns Kingsbury is a wealth psychology expert, the founder of KBK Wealth Connection, host of Breaking Money Silence podcast and author of several books. Her latest book is titled, “Breaking Money Silence.” Ms. Kingsbury is a sought-after consultant on the topic of advising women and couples and financial communication. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, and CNBC.