8 money tips financial planners always give to couples

Ashley Abramson •
Business Insider
Sushiman

Money is one of the most common causes of stress and strain in even the strongest relationships. But with a little bit of strategy, communication, and intentionality — and perhaps the help of a certified financial planner (CFP) — managing finances with a partner can be less painful, more productive.  Being on the same page

Read More...


Why couples must plan for Social Security as a couple

CFP®, WEALTH MANAGER, Evan T. Beach, Campbell Wealth Management, and Awma® •
Kiplinger
smiling middle aged couple looking at laptop at home

I have sat with clients on countless occasions where one or both spouses have told me defiantly, “I am taking Social Security at 62 because [fill in the blank].” Common rationales include: “The system is going broke.” “I’m going to be dead by 75.” “I need the money.” But in most cases a more accurate

Read More...


This couple’s formula for financial success: Be flexible

Kimberly Lankford, Contributing Editor, and Kiplinger's Personal Finance •
Kiplinger

Then: Breighanne and Devon Eggert appeared in our December 2007 issue, when they were recent law-school graduates with $350,000 in student loans. They both landed jobs at Chicago law firms that paid well, and they continued to live like students, devoting more than half of their take-home pay to loan payments. Their plan was to

Read More...


This couple was afraid to work for themselves — but after making the leap, they earn 6 figures while traveling the world

Business Insider •
Business Insider

In 2010, Karen Sargent and Paul Farrugia had $15,000 of savings burning a hole in their pocket. At first, they thought they would buy a flat in London, where they were living. However, Sargent remembers, “We’d daydream about traveling, and we decided the money was better spent on travel.” Instead of putting a down payment on a home,

Read More...