Retiring together changes everything. Two incomes, two benefit histories, two sets of accounts — the financial picture gets complicated fast. But here's the thing: managed well, that complexity becomes an advantage. Married couples have access to planning tools single retirees simply don't. Yet plenty of couples never use them. They leave real money behind, not out of carelessness, but because no one walked them through the coordination. Whether retirement feels comfortable or strained often traces back to a handful of decisions made right at the transition point.
Marc Berman is a Writer at the Palm Beach Post. Formerly a Knicks and tennis writer for the New York Post, he now covers a range of topics including technology, software, marketing, and real estate, with a particular focus on home design and interior design. Marc's work has been featured in numerous publications including USA TODAY, The Globe and Mail, and the Toronto Star.
