MoneyWise


Separate or Joint Checking Accounts

September 10, 2018

On this edition of MoneyWise, Steve Moore and Rob West discuss whether husbands and wives should have separate checking accounts and finances. Then, they talk about the Biblical principle of becoming one and what that looks like in finances. 

Next, they answer your questions at (800) 525-7000 and questions@moneywise.org about the following: 

  • If you used to a 401(k) but used the money to pay off your mom’s funeral and your current job has no 401(k) program, where can you build retirement funds back up?
  • If you're interested in purchasing a resort, should you consider money from our 401(k) for this?
  • If you got into a variable annuity 14 years ago and the firm also manage a few IRAs for you, what's the best way to simplify the arrangement? 

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