10 Things You and Your Spouse Should Know About Your Finances

It seems inconceivable, but the Couples Retirement Survey by Fidelity Investments recently revealed that over 40% of couples don’t know how much their partner earns. Yet having a solid understanding of your financial status as a couple is crucial to planning, budgeting and saving toward your goals. To get in sync, make sure you have the answers to these questions. Do we have any financial secrets? Talk about your debt, obligations, past mistakes (e.g., credit […]

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Love, Money and Retirement

When you were single, you likely made most of your investment decisions solely with the help of your financial advisor. As a couple, you’re now part of a financial committee of two – and with your lives and finances entwined, you’re likely to face some serious issues about your financial future together. Even with the best intentions, how these decisions are handled can impact your relationship – for better or worse. This is especially true when it comes to retirement […]

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