Decide how to manage joint and personal accounts Once you’re ready to start tackling your finances together as a couple, there are several key decisions to make first.  The first is deciding whether or not you’ll combining your finances.  Second, is the degree to which you’ll combine your fina...

If you're married or in a long-term committed relationship, chances are you've already discussed creating a joint financial plan together.  But if you haven't yet created one, now's the perfect opportunity!  Here are some tips on how to do just that. Understand Financial Expectations Before y...

It’s important to set and agree upon financial expectations in your relationship upfront. Having a meaningful discussion about money and your financial expectations can go a long way toward creating more financial intimacy with your partner. When you set financial expectations from the beginn...

We all have financial expectations of our intimate partners. Financial expectations are how we set financial goals and make financial decisions with our intimate partners. Our financial expectations determine things like whether we have a joint account or keep separate accounts, talk about our cr...

  Money talks are among the most challenging issues to navigate with a romantic partner. Money can be an emotional topic, and many couples avoid it because they're afraid of hurting their partner or being judged by them.  In this blog post, we will go over 9 communication strategies for healthi...

Many of us are concerned about our aging parents.  Have they saved for retirement?  If the parent who manages all the finances passes away, what will happen to the other parent?  What if they spend all their money on frivolous things and don't have enough left when it's time to retire? How ...

  Money is a touchy subject that doesn't usually come up easily in conversation.  However, there are some occasions when we need to have challenging conversations about money with someone close to us Examples might include:  Your aging parents tell you they're moving into assisted living be...

Your aging parents need help with money.  Maybe you are just figuring this out for the first time and are experiencing shock and disorientation about what to do now.  Or perhaps you have known for some time that your parents need financial help, and now it has risen to the level that it is a pr...

Most people have many fears when it comes to money. Although money opens doors and provides opportunities, it can create anxiety. People are afraid of losing their job, going bankrupt due to poor financial decision making, having our identities stolen,  losing everything in some global economic m...

Many people have fear and anxiety when it comes to their finances. For those who have a history of trauma, this can be far worse. It can not only impact your relationship with money but can impact your financial decision-making. Responses To Trauma When someone experiences a traumatic event i...