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.
Financial Planning for Second Marriages: Yours, Mine and Ours
Financial planning for second marriages: practical steps to align goals, protect children, update estate documents, and build a plan you both trust.
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Do a financial check-in for couples to review spending, reset goals, ease money tension, and schedule your next talk.
Nearly all Americans started the year with at least one financial goal, according to a survey by CFP Board.
For blended families like ours, the holidays may not always be picture-perfect, and that is okay.
Every relationship requires compromise, but when it comes to money, compromise isn’t sacrificing your identity.
From my own experiences, I’ve learned that it’s not a good idea to mix money with family, without clearly defined boundaries.
Sharing your personal money stories helps you understand each other’s values, priorities and expectations — how you grew up around money, how you prioritize spending, saving and investing, and what financial equality looks like in your relationship.
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.
Discussing finances before marriage is key to a strong future. Learn seven essential money questions to ask your partner to align goals and build trust.
Planning a wedding is an exciting experience that celebrates love and commitment while marking a significant life milestone. However, this exciting time also comes with financial considerations, from choosing between a local ceremony or a destination wedding to managing the overall budget.
The journey to parenthood is unpredictable, but embracing change and staying adaptable can make the experience more manageable and enjoyable. As you prepare for the arrival of your little one, remember that no financial plan is foolproof.