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...
Personal Finance Tips | Recap April 2020

Personal Finance Tips | Recap April 2020

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. Withdrawing your contributions from your...
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...
Personal Finance Tips | Recap March 2020

Personal Finance Tips | Recap March 2020

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. Instead of downsizing to a lower...
5 Items to Discuss With Your Spouse

5 Items to Discuss With Your Spouse

As you age, there’s a risk you may outlive your spouse. It’s a situation you may not want to think about, but it’s important to discuss with your spouse before something happens. While life expectancy for men and women has increased over the years, there are...