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Making Your Financial Plan Fun

In the financial planning world, we discuss many goals such as saving an adequate emergency fund, stashing money away for retirement, paying for education, investment strategies and other “non-negotiables” about money. Although all of these aspects of your financial life are…

3 Financial Planning Myths

Having been in the financial industry for well over a decade, certain myths and misconceptions about the financial industry seem to arise over and over, especially when it comes to hiring a comprehensive financial planner to manage your assets. Below are the three most…

Pros and Cons of Filing Jointly

When you tie the knot, your financial lives will change. Marriage is one of those life events that can really affect your money and tax situation. If you are about to wed, here are a couple of things you’ll want to consider when it comes to taxes and household cash flow.…

Spenders vs Savers

Yin and yang. Introvert and extrovert. Spender and saver. They say opposites attract, right? As exciting as that can be, what happens in a marriage when one spouse is a spender and the other a saver?

Marrying Later – What it Means for Your Finances

When my wife, Stephanie, and I got married, we were in our early 20s and things were pretty simple, financially speaking anyway. We didn’t really have any assets to speak of, or even real furniture! Student loans were, by percentage, smaller, and in those days people just…

Talking About Money Before & After You Marry

No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in your relationship.