Manage money as a couple


GFR managing money as a couple

Managing Money as a Couple: Tips and Tricks to Get It Right

by Eric Roberge, Beyond Your Hammock

If you ask 10 different couples how they handle their money, you will likely get 10 different answers … including something like, “We don’t. Budget? Which budget? “

Let me go ahead and say that this could be the only one not correct answer here.

[Read the Full Article]

Couples financial planning – teamwork required

by Phil Weiss, Apprise Wealth Management

For couples, the decision on how to handle money is a personal choice. You should make the decision that works best for you and your spouse. There is no objective “right answer” to the question “Should you keep your finances separate or manage them together?”. It depends on the context of your relationship.

[Read the Full Article]

Romance and Money: Let’s Get Taxed!

by Dan Andrews, Fort Collins Financial Planning

Romance is in the air for Valentine’s Day and we encourage you to check out our recently released Personal Finance module, entitled Romance and money. Here’s a free preview with a downloadable Money Date Guide below!

Planning money with a partner involves trust, patience, commitment, understanding, and the ability to communicate. We often discuss how money can improve your personal relationship and psychology. Now is the time to become a team player. Remember these general sentences:

[Read the Full Article]

Financial planning: For couples and singles plus the “widow’s penalty”

by Phil Weiss, Apprise Wealth Management

For most of them, old-age provision includes future prospects for a two-person household. Many couples find it difficult to talk about money. (See this blog for some help starting the conversation.) While they enjoy talking about retirement and the wonderful things they will do when they stop working, they don’t talk much about finance.

[Read the Full Article]

Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.


Please enter your comment!
Please enter your name here