Does Marriage Mean We Have to Merge Finances?

Does Marriage Mean We Have to Merge Finances?

It’s a question I hear often as clients consider tying the knot, ” Does marriage mean we have to merge finances?” (And if they’re not asking this question, hopefully, this topic surfaces before they walk down the aisle.) Most people who marry...
Defining “Family” for the Guest List

Defining “Family” for the Guest List

The term “family” traditionally means people who are related to you by blood or through marriage. It includes your spouse, kids, parents, siblings, in-laws, aunts, uncles, etc. It doesn’t matter if these individuals regularly interact with you. They may only know of...
Time To Get Active With Your Spouse

Time To Get Active With Your Spouse

It’s been weeks of sheltering in place. You’re no longer motivated to do anything. Even binge-watching has gotten old. From being sedentary, you may find yourself craving some type of physical activity. You realize you’ll need to return to your normal pants...
Four Items To Address Now

Four Items To Address Now

If you have free time due to social distancing, use it to sort through your finances in preparation for an economic downturn. Taking action now will give you confidence as the economy slowly recovers. Here are two lists to help you begin. The first list is if your...