From “Me” to “We”
Learning to talk about money as a couple. Spring is around the corner and love is in the air. For a lot of people, romance means pink hearts and chocolate. But if you’re ready to get serious about your relationship, you might be thinking in terms of choosing a partner whose values align with yours.…
Read MoreGoal Setting and the New Year
You have probably heard the statistic that over 80% of New Year’s resolutions fail. But a more important story may be that just 3 in 10 Americans make resolutions in the first place. If you don’t set a goal, you’ve already failed. Do you have a goal for the new year? Do you have a…
Read MoreWhat Wise Investors Should Know About Bitcoin
Over the last several years, cryptocurrency has seen a number of ups and downs in the market. Some investors have come away big winners from the crypto boom, but others have been less fortunate. Lately there has been a renewed interest in Bitcoin and other cryptocurrencies following Donald Trump’s reelection. In the run-up to the…
Read MoreImportant Dates for Your Finances This Year
As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines: December 6: Initiate 2024 Roth Conversions December 13: IRA withdrawals for 2024 income, including Required Minimum Distributions Stock gifts to charities or donor advised funds Qualified Charitable Distributions Gifts of assets to family…
Read MoreSticking to Your Spending Plan
As we talked about in Part 2 of our series, understanding the uses of money and creating a money plan that considers every category is important. But a budget is only helpful if you follow it, and sticking to a plan in the face of temptation isn’t always easy. Here are a few tips for…
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