Why couples must plan for Social Security as a couple

CFP®, WEALTH MANAGER, Evan T. Beach, Campbell Wealth Management, and Awma® •
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


This couple’s formula for financial success: Be flexible

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

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


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,


Money decisions for couples

Andrew Comstock •

You share life and all your love with your spouse or partner, but is one of you detached from money matters? Here’s why and how to find more balance in your financial decision-making. Merging two financial lives and backgrounds can take time, particularly if you married later in life. If you’re like many people, you