Good Financial Reads: Managing Money as a Couple

2 min read
February 19, 2021

GFR Managing Money as a Couple

Managing Money as a Couple: Tips and Tricks to Get It Right

by Eric Roberge, Beyond Your Hammock

If you ask 10 different couples how they manage their money, you’ll probably get 10 different answers… including something along the lines of “We don’t. Budget? What budget?”

Let me go ahead and say that might be the only wrong answer here.

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Financial Planning for Couples - It Takes Teamwork

by Phil Weiss, Apprise Wealth Management

For couples, deciding how to manage money is a personal decision. You should make the decision that works best for you and your spouse. There is no objective “right answer” to the question “Should you keep your finances separate or manage them jointly.” It depends on the context of your relationship.

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Romance and Money: Let’s Get Fiscal!

by Dan Andrews, Financial Planning Fort Collins

Romance is in the air for Valentine’s Day, and we encourage you to check out our recently released Personal Finance Module titled Romance and Money. Here’s a free preview with a downloadable Money Date Guide at the bottom!

Planning money with a partner involves trust, patience, dedication, understanding, and the ability to communicate. We commonly discuss how to improve your personal relationship and psychology with money. Now it’s time to become a team player. Remember these common phrases:

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Financial Planning: For Couples and Singles Plus the “Widow’s Penalty”

by Phil Weiss, Apprise Wealth Management

For most, retirement planning involves looking at the future for a two-person household. Many couples have a tough time talking about money. (See this blog for some help getting the conversation started.) While they may enjoy talking about retirement and the wonderful things they will do once they stop working, they don’t talk much about finances.

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.