Patrick Hanzel | Source | CERTIFIED FINANCIAL PLANNER™ and Senior Associate on the advanced planning te...
Patrick Hanzel
Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ and senior associate on the advanced planning team at Policygenius. He has eight years of industry experience, previously working as an advisor and associate at Northwestern Mutual, and his insights have been included in publications including Lifehacker and Ladders. Patrick has a degree in Business Administration from Nebraska Wesleyan University.
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“There could be a multitude of reasons [to have a secret bank account],” Hanzel said. “It may not always be for a bad reason or something that is negative.” Hanzel posited that many people were just embarrassed by their spending habits, and opened up a secret bank account or credit card “when they don’t want their partner knowing how much they’re spending on clothes or at happy hour after work.” - Ladders
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article
Beware Email Attachment Scams This Tax SeasonIt’s so easy to do your taxes from the comfort of your home. Even if you’re working with a tax preparer instead of using one of the many online options, you barely even need to talk by phone anymore. In person appointments? No way. Just zap your forms across the internet and your tax professional will take care of the rest. -
article
Turns out a shocking percentage of people don't know their significant other's salaryPolicygenius used Google Consumer Surveys to pool 2,005 U.S. adults in a relationship about how they managed money with their partner. -
podcast
Financial Planning and Your RelationshipListen to today’s show to learn how to get your financial and relational life in order with your partner.
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Policygenius
CERTIFIED FINANCIAL PLANNER™ and Senior Associate on the advanced planning team