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Planning for Couples

Couples have special financial-planning needs together—whether it’s deciding if they want to merge their accounts, making decisions about spending and investing, employing certain tax strategies, and determining estate plans to ensure that their spouse or partner inherits their assets.

From Me to We: A Guide to Balancing Finances and Independence

Discover how to balance finances and independence in a relationship with practical tips from Akeiva Ellis, CFP®. Learn how to combine finances, set joint goals, create a "fun money" allowance, and maintain autonomy while building a life together.

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