Latest News | Tying The Knot

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You've Just Tied the Knot - Are You Insured?

So you've just walked down the aisle and said forever to your beloved. Congrats! Chances are you've either moved in together or purchased a home, and are now working as a financial team more than ever. With marriage, things do tend to get a little more complicated - guys,…

Plan for a Marriage - Not Just a Wedding

It's nearly June, and that means lots of people are popping the question and planning upcoming weddings - yours truly included. My fiancee, Shannon, and I are in the early stages of planning our own wedding. It's easy to get caught up in the details of the big day and not…

Mortgage Options for First-Time Homebuyers

Perhaps you've seen the news stories recently about a coming interest rate hike, and you're wondering what this could mean for you and your finances. Maybe you've been thinking about buying your first house - for sale signs are showing up everywhere now that it's spring,…

Merging Two Budgets - Combining finances should strengthen your relationship.

When it comes to couples merging their finances for the first time, we typically see two common approaches to this task. Some couples are clear that they want to be equal partners in their financial lives, while others prefer for one person to be the primary money handler.…

Opposites Attract - When Spenders and Savers Unite

When it comes to spenders and savers, what we see over and over again with clients is that for each, their approach to money is about relieving stress. We see spenders who listened to their parents' regrets about all the things they never did in life, and now they're trying…

Financial Accountability in Relationships

Over the weekend I came across a news story about a young couple who were about to move into a new home, only to have their current apartment burglarized. The burglars cleaned them out and so they started a Go Fund Me page to try to get their friends, family and benevolent…