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As women, we often take on the role of “Chief Executive Officer” of our households, making decisions large and small for our “family business”. Although we frequently make the final call, not enough of us are involved in important financial decisions such as how much to contribute to flexible spending accounts or health savings accounts or looking at maximizing our retirement benefits.

I urge you to sit down with your partner to increase your financial intimacy by making those decisions together as a couple, sharing goals, challenges and responsibilities for managing finances, and planning for the long run to better safeguard your future.

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If you and your partner have any questions about your financial plan, call Lisa D. Jones at 417.447.3500.

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Lisa D. Jones, Managing Director

Prime Capital Investment Advisors of Springfield, Missouri
3271 E. Battlefield, Suite 200
Springfield, MO 65804