Everand Logo

Welcome to Everand!

  • Kiplinger

    On Marriage and Money: A CFP's Perspective

    by William Rassman, CFP®, Vice President - Wealth Adviser, Centric Capital Advisors May 14, 2018 5 minutes

    For those in a committed relationship or recently engaged, there's lots of online advice about how to get through wedding planning and still have a wedding. From the "irritable bride/groom syndrome" to the planning-induced insomnia and worries about family drama to come, there's probably an article out there to help you deal with the issue and retain a measure of sanity.

    Unfortunately, there isn't much advice about using the engagement period to build a lasting foundation for a successful financial life together. Even though money consistently tops lists as a frequent source of conflict in a relationship, the blueprint for talking about it is curiously absent. As someone who happens to be in the financial advice field and is recently engaged, I'd like to close the gap and start the conversation.

    When a new prospect is interested in financial advice, I begin by compiling "a total client profile." Through guided discovery, I learn about their values, goals,

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger5 min read
    As the Market Falls, New Retirees Need a Plan
    Anyone newly retired or nearly so must feel like they have the worst timing in the world. A portfolio tends to be largest near retirement, just before those savings are about to be drawn down. These days, however, most portfolios have lost value; the
    Kiplinger2 min read
    Stock Market Today: Dow Officially Enters a Bear Market After Monday's Slide
    Selling in the stock market picked right back up Monday, and despite a brief mid-morning push into positive territory, the major indexes still ended lower.  "Despite a quiet global economic data front, this weekend and Monday morning have been anythi

    Related Books & Audiobooks