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

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Our financial adviser taught us a 3-step strategy for managing our money that’s keeping us afloat during COVID-19

Ashley Abramson •
Business Insider
Portrait of laughing couple embracing

Before my husband and I started working with our financial adviser at the beginning of 2020, we didn’t have much of a plan for our money. We made sure our bills were paid each month and our credit wasn’t terrible, but beyond that, there was no strategy.  So while we technically had what we needed

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Are you spending on growing your wealth?

James Brewer •
Forbes
Are You Spending On Growing Your Wealth?

Living within your means is a great idea, but it may not grow your wealth. Some believe that financial planning is an exercise in living within your means. From my perspective, that is not the entire story. Spending within your means may not have you allocating your money into categories that will sustain you through

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Smarter spending for spring

Wintrust
money

After a long winter, spring is here! And, while it’s a good time to give your home a good cleaning, it’s also a chance to clear out some extra spending that may be cluttering up your everyday budget. Let’s take a look. In bloom The price of groceries can add up quickly. So, with everything

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