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Tag: family finance

How to Begin Money Discussions with Your Family – Even When it Feels Uncomfortable

Tips for Kicking Off Important Financial Conversations Talking about money can be an uncomfortable topic for many families. However, having open and honest discussions about money is important for financial planning and achieving financial goals. In this article, we will provide suggestions on how to begin money discussions with your family and create a healthy […]

Retirement Planning for Couples: A Collaborative Approach

Working together to clarify your desired lifestyle and collaborating to get there are critical to retirement planning for couples.

Retirement is a shared journey for couples, and planning for this significant life stage requires a collaborative approach, too. The financial decisions made during retirement planning can have a profound impact on both partners, making effective communication and joint decision-making essential components of a successful retirement strategy. If you and your spouse or partner are […]

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