Financial Planning and Romance: As a Couple, How Do You Rank?
The idea of sitting down together to pour over a spreadsheet about your financial health may not sound totally appealing at first – but sometimes couples need a new approach to financial planning, as shared recently by Money magazine. The topic remains popular, and author Jonathan Rich recently wrote a book about couples and how they can approach ...
What every married couple needs to know about estate planning
Here's the seven-point checklist your clients need to make sure their financial ducks are in a row.
How retirement planning for childless couples is different
It may seem like DINKs have it made, but that’s often not the case. There are a few things that these couples need to do differently to plan for retirement: long-term care policies, for example.
How does your retirement plan compare?
Submitted by MIRUS Financial Partners on April 3rd, 2017 Wish you could save more for retirement? Feel like you’re the only one who hasn’t developed a good retirement savings plan? You’re not alone. If you’re wondering how much other Americans are socking away for retirement, it turns out it may be close to nothing Take a look at the retirement planning statistics According to the U.S…
What's new in retirement planning for Business Owners?
Retirement Planning for Business Owners: Defined Benefit Pension Plans & Cash Balance Plans are generating a lot of interest with businesses of all sizes.
Estate Planning 101 for Couples
Quotacy shares basic estate planning for couples including life insurance needs, writing a will, storing financial records, and final wishes.
Why couples must plan for Social Security as a couple
By CFP®, WEALTH MANAGER, Evan T. Beach, Campbell Wealth Management, and Awma® I have sat with clients on countless occasions where one or both spouses have told me defiantly, “I am taking Social Security at 62 because [fill in the blank].” Common rationales include “The system is going broke.” “I’m going to be dead by 75.” “I need the money.” But in most cases a more accurate statement by the client taking benefits early would be: “I am taking Social Security at 62…
Organization tips for couples planning a wedding
Couples planning a wedding quickly realize just how challenging a task that planning can be. From paring down the guest list to arranging the music to choosing a menu for
Estate Planning Advice for LGBT Couples
Estate planning advice for married and non-married LGBT couples, from The LGBT & Modern Family Money Manual.
Estate Planning Tips for Childless Couples
Childless couples are becoming increasingly common today. These couples have unique considerations to make when planning their estates. If you and your partner count yourselves among them, creating an
Why Americans would rather go to the DMV than review their retirement plans
While few people enjoy reviewing their retirement plan, it's not the most dreaded task someone can undertake -- but apparently it's getting close.
Couples: Here's How To Start The Estate Planning Process
Drafting a Will is perhaps the most important step in the estate planning process, and should be done by everyone over the age of eighteen
Wedding Planning Tips For Newly Engaged Couples
Wedding planning tips and advice for newly engaged couples by top London wedding planner, Andri Benson of Always Andri Wedding Design.