W texted, “ do you think I should open up a retirement investment for myself? We have been doing our taxes together up until now. At some point we might divide our assets.” For context, I have a work pension and a retirement plan in my name (shared asset) with my higher income and W has a savings plan.
Ideas how to respond? Haven’t yet. I have been talking to L and also getting some financial advice for myself and our family but have not shared that with W. This is not an area of strength for me but I am getting informed and taking care of business to look after myself, our family and to leave a legacy.
