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URL:  https://boards.fool.com/rob-a-lot-of-people-don39t-think-about-what-32957346.aspx

Subject:  Re: Pretty good year Date:  1/20/2018  1:57 AM
Author:  gdett2 Number:  5201 of 5260

Rob,

A lot of people don't think about what happens when one half of a living partnership is suddenly gone.

Here is a link to an article and a PDF in RYR that was mainly put together by Repurposed(TMFHockeypop):

https://www.fool.com/premium/rule-your-retirement/coverage/1...

http://newsletters.fool.com/13/pdfdownload.aspx?f=DeadLetter...


It should provide a lot of ideas for you.


I try to have DW do some things each month. Although she was gone today while I did the small sales, I have had her do some buys/sells in the past. She is able to do the monthly entries in Quicken for our VFD by herself.

I talk to her about investing and our finances. I explain what some of her companies do. When we go to a place we hold stock in, I tell her we own some shares and if some are in her trad IRA or Roth.

Most market days, I tell her something about what happened with some interesting tidbits like how much we "made or lost" during the day or what happened with one of her companies. I show her account balances on our broker site. I have her transfer funds when I can get her in "the seat."

I had her setup some automatic transfers in Billpay under her login. That way they are already there if I ...

Thursday we were sitting in our brush truck waiting for a dozer to crush and bury a burning house and she asked me a series of questions about dividends. I knew at that point that many years of talking about these things has made an impact.

Make sure you work on the document with your spouse so both of you understand what is in it. Once a quarter or so, update it as needed.

Does that help you?

Gene
All holdings and some stats on my profile page
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