Relationships & Family
Podcast Episodes
Featured Episode
Episode 216: Should You Combine Finances With Your Partner?
If money is the one thing you and your partner fight about, you’re in good company, since research suggests most of us fall for our financial opposites. Bill Nelson, CFP®, CFT™ joins Maddy Roche to sort out what to combine, what to keep separate, and how to give both partners an equal say in the plan.
Articles
Financial Security for Unmarried Couples
Build financial security without marriage. Unmarried couples need legal protections, smart account structures, and comprehensive planning strategies.
Married Money Matters: Planning Finances Together
Plan finances together as a married couple. Joint budgeting strategies, investment approaches, and reaching shared money goals successfully.