Couples

Online dating is cheaper than traditional courtships

There may be another reason for clients to try finding a mate online — it’s cheaper than traditional methods, according to businessinsider.com. In fact, a new study by ConvergEx Group estimates the average courtship for traditional dating lasts 42 months, compared to 18.5 months for those who meet online. And when you estimate about $130 […]

February 25, 2014

1 min read

Planning and Advice

Pave the way for Valentine’s Day

The last thing couples want to do on Valentine’s Day is fight.

By Staff |February 13, 2014

1 min read

Planning and Advice

Advising new breadwinners

Social norms are changing and advisors must adapt.

By Dean DiSpalatro |January 17, 2014

8 min read

Estate Planning

When cohabitation agreements are inadequate

When retirees move in together, they need to consider how they'll handle end-of-life issues.

By Russell Drago |November 13, 2013

5 min read

Estate Planning

Get couples to sign a prenup

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |October 21, 2013

2 min read

Planning and Advice

When spouse = business partner

Often, business partners will reach a level of comfort with each other after working together. But what happens when you open up shop with someone you already know well—your spouse?

By Suzanne Sharma |October 1, 2013

9 min read

Industry

Help couples who argue about money

The honeymoon’s over and now it’s back to reality. And when faced with their finances, 32% of couples admit having disagreements.

By Staff |July 9, 2013

1 min read

Estate Planning

A (smarter) happily ever after

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |June 12, 2013

6 min read

Estate Planning

Get your newlywed clients on the same financial page

As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.

By Chris Susel |June 12, 2013

3 min read

Industry

Financial resources for couples

Couples often fight about money. So if they come to you for help, have this list of articles handy to help diffuse arguments and broker agreement. Help couples avoid arguments You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you […]

By Staff |May 1, 2013

1 min read

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