Our clients have many different preferences, and we love to see when someone is intentional about what’s right for them. In this article, we'll focus on two examples of modern decisions that are becoming increasingly common. For couples who embrace these choices, the benefits can far outweigh the … [Read more...]
Yours, Mine, and Ours: Achieving Financial Goals as Individuals and a Couple
Making sound financial decisions is challenging enough when it’s just you – one person deciding on what’s best for his or her short-term and long-term goals. But add in a spouse, and the choices multiply! You now have two more sets of goals – your spouse’s and your combined goals as a couple. … [Read more...]
Quoted in couples and money article
Associated Press Personal Finance Writer Eileen AJ Connelly interviewed me earlier this week about couples and money. Her questions were about whether joint accounts or separate accounts were better for couples to manage their money. The recent John and Kate debacle is what sparked public interest … [Read more...]
Couples, Investing, and Risk
It's pretty common for spouses to be at different points on the risk tolerance spectrum. If you're one of these couples, you know that these differences can have varying effects on the relationship and your investing behavior. Sometimes, the more conservative spouse just completely delegates … [Read more...]