23 February, 2018
Finance & Romance: The importance of financial compatibility
It’s Valentine’s Day and love is in the air! Today, we’re taking the time to discuss the importance of financial compatibility in relationships. With money often being a common stressor for couples, it’s integral for both individuals to be on the same page when it comes to their financial health. Below, we’ve outlined top points of discussion that couples should[...] Continue reading14 February, 2018
Tip of the Month: How to Keep Your Financial Resolutions
When it comes to financial planning, we believe that every good plan begins with well-defined goals. That’s why we are a big proponent of setting financial resolutions at the start of each New Year. However, a study shows that only 58 percent of people maintain their resolutions past one month. Sure, it can be tough to stay on track, but getting your financial house[...] Continue reading23 January, 2018
Navigating finances as a cohabitating couple
Millennials are notorious for taking on a more non-traditional lifestyle. In fact, according to Pew Research, 14 percent of Americans ages 25 to 34 are cohabitating (and interestingly enough, boomers are beginning to follow suit, with the number of cohabitating adults over 50 increasing as well). With the number of cohabitating couples on the rise, it’s important to[...] Continue reading11 January, 2018
Tip of the Month: Holiday Budget Busted…Now What?
During the holiday season, it’s easy to get carried away financially. Sure, you may have started off with a sensible holiday allowance, but that budget may have been quickly busted between purchasing gifts and entertaining family and friends. Below are some tips to help get you, and your wallet, back on track. Tip #1 – Make returns. Maybe you went a bit overboard[...] Continue reading31 December, 2017
