Advising couples on how to identify their financial goals and create an effective plan together can be challenging, but the Financial Consumer Agency of Canada has now released an online tool to help.
It’s a sure sign that Valentine’s Day is a week away: a second survey about money and how it can make or break relationships.
Divorce, death of family members, serious health issues and aging parents are tough family situations you need to be prepared to discuss with clients.
Rajagopal has always treated Jerry and Judy as separate clients, with separate accounts. “They came to me together, but when we started discussing risk tolerance,” they revealed their divergent points of view.
Couples organizing a wedding should take time to plan their financial future, and this is especially important for those individuals preparing for their second or third marriages, according to Scotia Private Client Group.
Whether fresh off their honeymoon or yoked for years, the two people in a couple are bound to differ in their financial views and goals. Your job — helping them steer through financial landmines—is not for the faint of heart.