Family Budgeting
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If a budget isn’t a team effort, one member of the family will hold the purse strings and everyone else will be resentful.

Financial Planning Beyond Your Wedding Day
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In addition to registering for a blender and picking floral arrangements, make sure that your marriage has the financial accounts and monetary habits necessary to meet your shared financial goals.

Can I Contribute To My Wife’s Roth IRA?
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I have earned income but my wife does not. Can I contribute to my wife’s Roth IRA?

Newlywed To Do List
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While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.

The Tax Code’s War On Marriage
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Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.

Newlywed Checklist: Name Change, part 3
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When a woman gets married she often changes her name. Once you’ve changed your name at the Social Security Administration, the DMV, your employer and employer benefits, and your passport, it’s time for the last few changes.

Newlywed Checklist: Name Change, Part 2
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The DMV was my second stop in the name-change process because it makes subsequent name changes easier.

Financial Questions for the Serious Couple
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Studies show that couples argue most about finances. Being on the same page about finances will allow you to enjoy a life that focuses on your needs and goals and will help you achieve them smartly.

Newlywed Checklist: Name Change
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For $50 and a lifelong commitment, you can legally change your identity!

One Successful Way To Find Happiness
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Some struggles are inevitable, but others are decided by who you marry. This kitten married well.

Earned Income Tax Credit (EITC) Punishes Marriage
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The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

Crunching Numbers As Wedding Bells Toll
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Many parents feel obliged to pay for their child’s wedding, but financial advisers can try to help keep the spending under control. About one in three mass-affluent parents believe it is their duty to pick up about half the bill for their first child’s wedding.

How Does Marital Status Affect Your Federal Taxes?
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Laws have always regulated who may marry, the obligations related to marriage and children and whether and how a marriage can be ended. Governments have always put their own social agenda above the pluralism of personal choice.

Before You Say “I Do”: Money & Marriage Exercise 5
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My wife and I have six of our eight grandparents who are living well into their 80s and 90s.

Before You Say “I Do”: Money & Marriage Exercise 4
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Many people turn to religion when defining these shared values.

Before You Say “I Do”: Money & Marriage
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Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains. Here are several things to talk about before tying the knot.

Reconciling Couples’ Money Differences
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Many couples have significant issues about money. Many people’s beliefs are holding them back from enjoying life to its fullest potential. Make sure someone asks you the right questions.

Before You Say “I Do”: Money & Marriage Exercise 3
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I highly recommend that you plan to live on one salary for the first several years. This is a challenge that too few couples accept.

Before You Say “I Do”: Money & Marriage Exercise 2
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Begin by reflecting on this question: “Imagine you are financially secure, that you have enough money to take care of your needs, now and in the future.

Is Money Pulling You Apart?
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Financial troubles and marital troubles go together. Does financial largess therefore also go with marital harmony? Do something romantic together: Engage a fee-only financial planner.

Before You Say “I Do”: Money & Marriage Exercise 1
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Couples that fail to prepare for a shared money maturity will likely experience longer and sharper growing pains.

Women are more afraid of becoming “bag ladies” than men
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Women are more afraid of becoming “bag ladies” than men, and it makes them approach investing and saving for retirement differently, assuming they have managed to tackle either of those chores.

Radio: Organizing Your Finances to Best Love Your Spouse
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Do you think of being financially organized as a way to love your spouse? David and Krisan Marotta explain why you should.

Countering Resistance
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Client resistance is an inevitable part of the financial planning process. It’s a sign the advisor is doing his or her job.

Monetary infidelity
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If money is among the most common causes of domestic spats, it probably shouldn’t come as a surprise that almost one in four Americans would try to hide money troubles from their spouses.

The Wealth Blueprint for Financial Success
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I was asked to speak at the Leadership Development Center at the University of Virginia’s EAN Annual Conference on Thursday, August 4th 2001. I’ve collected links to all the resources I mentioned in that talk here in one place.

Financial troubles hit home the hardest
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Money worries are harming marriages and impairing health, according to a quarter of 1,400 married individuals polled online recently by the National Foundation for Credit Counseling.

Video: June: The Month of Wedding Financial Planning
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Couples getting married in June usually don’t take the time for pre-marital financial counseling. Yet much of the friction in marriage stems from different financial perspectives, and how money is handled is often a factor in divorce

Video: Seven Financial Vows for Marital Bliss
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An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances together can bring a couple closer. Here are seven principles of how you can build wealth and your marriage.

Everyone needs some frivolous purchases
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When you make a frivolous purchase, tell your spouse that you made it. If you can’t tell your spouse about the purchase, it isn’t worth the trouble. Above all, learn to work together in marriage. Being wealthy requires a husband and wife to both be frugal.

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