Does Marriage Mean We Have to Merge Finances?

Does Marriage Mean We Have to Merge Finances?

(Update to original post from October 17, 2018) 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...
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...
Personal Finance Tips | Recap October 2018

Personal Finance Tips | Recap October 2018

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. Before getting married, talk about finances – especially outstanding educational loans. When...