Some struggles are inevitable, but others are decided by who you marry. This kitten married well.
Read More...Marriage and Money
An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup, but there are steps you can take to ensure that your finances don't pull you and your spouse apart. Watch David John Marotta's video Seven Financial Vows for Marital Bliss or read Matt Illian's series of five money and marriage exercises, Before You Say “I Do”.
Essential Financial Advice for College Graduates
As the wife of a 2013 college graduate and a 2012 college graduate myself, I can boldly say this was the most helpful advice given to me.
Read More...Earned Income Tax Credit (EITC) Punishes Marriage
The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.
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Crunching Numbers As Wedding Bells Toll
Many parents feel obliged to pay for their child’s wedding, but financial advisers can try to help keep the spending under control. About one in three mass-affluent parents believe it is their duty to pick up about half the bill for their first child’s wedding.
Read More...How Does Marital Status Affect Your Federal Taxes?
Laws have always regulated who may marry, the obligations related to marriage and children and whether and how a marriage can be ended. Governments have always put their own social agenda above the pluralism of personal choice.
Read More...Before You Say “I Do”: Money & Marriage Exercise 5
My wife and I have six of our eight grandparents who are living well into their 80s and 90s.
Read More...Before You Say “I Do”: Money & Marriage
Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.
Read More...Reconciling Couples’ Money Differences
Many couples have significant issues about money. Many people’s beliefs are holding them back from enjoying life to its fullest potential. Make sure someone asks you the right questions.
Read More...Before You Say “I Do”: Money & Marriage Exercise 3
I highly recommend that you plan to live on one salary for the first several years. This is a challenge that too few couples accept.
Read More...Before You Say “I Do”: Money & Marriage Exercise 2
Begin by reflecting on this question: “Imagine you are financially secure, that you have enough money to take care of your needs, now and in the future.
Read More...Is Money Pulling You Apart?
Financial troubles and marital troubles go together. Does financial largess therefore also go with marital harmony? Do something romantic together: Engage a fee-only financial planner.
Read More...Before You Say “I Do”: Money & Marriage Exercise 1
Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains.
Read More...Women are more afraid of becoming “bag ladies” than men
Women are more afraid of becoming “bag ladies” than men, and it makes them approach investing and saving for retirement differently, assuming they have managed to tackle either of those chores.
Read More...Radio: Organizing Your Finances to Best Love Your Spouse
Do you think of being financially organized as a way to love your spouse? David and Krisan Marotta explain why you should.
Read More...Countering Resistance
Client resistance is an inevitable part of the financial planning process. It’s a sign the advisor is doing his or her job.
Read More...Monetary infidelity
If money is among the most common causes of domestic spats, it probably shouldn’t come as a surprise that almost one in four Americans would try to hide money troubles from their spouses.
Read More...The Wealth Blueprint for Financial Success
I was asked to speak at the Leadership Development Center at the University of Virginia’s EAN Annual Conference on Thursday, August 4th 2001. I’ve collected links to all the resources I mentioned in that talk here in one place.
Read More...Financial troubles hit home the hardest
Money worries are harming marriages and impairing health, according to a quarter of 1,400 married individuals polled online recently by the National Foundation for Credit Counseling.
Read More...Multiple Accounts: An Essential Management Tool
To build real wealth, you need specific wealth management tools. One of these is opening the right accounts and using them correctly. Most families have less than half of the accounts they really need, and young newlyweds often only have a checking account.
Read More...Video: Personal Debt – The Borrower Becomes The Lender’s Slave
They say that as long as Americans keep spending, the economy will be strong and unemployment will remain low. “Spend now and pay later” is poor personal policy.
Read More...Video: Family Budgeting
Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building.
Read More...Video: Seven Financial Vows for Marital Bliss
An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances together can bring a couple closer. Here are seven principles of how you can build wealth and your marriage.
Read More...Dorothy in Taxland: Tax on Marriage
As Glinda advises us, “It’s always best to start at the beginning,” and at the beginning of the tax return is determining your filing status. Two different people can end up with very different amounts of tax owed, simply because of their filing status.
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