fbpx

Taxes in Divorce

Heading into a divorce, you’re likely so overwhelmed with the legal, emotional, and financial issues that you’re dealing with that the last thing you probably want to be thinking about is how it’s going to affect your taxes. But considering the tax effects of your...

The Money Date

Photo by Jonathan J. Castellon on Unsplash I get a lot of couples coming in to my office, and one thing that we tend to talk about is communication. What do you need to talk about, and how often? Note that right now I’m talking about a couple in a long-term...

New Year – New Financial Goals

I’ve become a big fan of goal-setting in recent years.  I started out with financial goals back in 2012, and in recent years have added other areas; last year I had goals in four other categories: Professional, Health/Wellness, Family, and Friends.   I love this...

Saving For a Purpose

I got my Holiday Club check in the mail a couple of weeks ago. You might know what I’m talking about – through my local bank I have an automatic transfer set up so that every time we get a paycheck, a small amount is transferred into our Club account. The year starts...

How to Combine Finances

How to combine finances is a question that every couple has to deal with when getting married or otherwise merging their lives. [Photo by Everton Vila on Unsplash] There’s a spectrum of how joint or separate your finances can be. and you can choose to fall anywhere on...