There may be another reason for clients to try finding a mate online — it’s cheaper than traditional methods, according to businessinsider.com. In fact, a new study by ConvergEx Group estimates the average courtship for traditional dating lasts 42 months, compared to 18.5 months for those who meet online. And when you estimate about $130 […]
The last thing couples want to do on Valentine’s Day is fight.
Social norms are changing and advisors must adapt.
When retirees move in together, they need to consider how they'll handle end-of-life issues.
Creating a marriage contract helps couples protect assets.
Often, business partners will reach a level of comfort with each other after working together. But what happens when you open up shop with someone you already know well—your spouse?
The honeymoon’s over and now it’s back to reality. And when faced with their finances, 32% of couples admit having disagreements.
Creating a marriage contract helps couples protect assets.
As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.
Couples often fight about money. So if they come to you for help, have this list of articles handy to help diffuse arguments and broker agreement. Help couples avoid arguments You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you […]