Tag: merging plan

When Rick Parks and his wife Cindy got married a couple of years ago, the Knoxville couple shared a lot of things together: A home, family trips and holiday gatherings.

One thing they did not share: a financial planner.

They each had their own careers, retirement savings and financial planners—his with Charles Schwab, hers with Primerica, and they were happy with them.

"We have different investing styles—I'm more aggressive, Cindy is more conservative," says Rick Parks, 53, owner of two automotive repair businesses. "We were both in good financial positions, and just felt comfortable with our own planners."