Nothing's set in stone. "All the plans you make can be quickly upended by new jobs, new expenses and new family members," Vale says. "From time to time, it makes sense to take a fresh look at your financial position and goals. You'll probably want to make a few changes along the...
Why couples should make financial plans for when … Morning News / Aug 31, 2020 / 11:34 AM CDT On average, women live longer than men and need to be concerned about their own financial futures. Iconic St. Louis-area restaurant Tony’s closing doors … Local News / Jan 11, 2025 /...
These determine the amount withheld from your wages for federal and state income taxes. As you're reviewing your tax situation, consider whether you're making full use of any tax-advantaged accounts available to you, like workplace savings plans, health savings accounts (HSAs), and IRAs. ...
I’ve also literally reviewed financial plans where the sex of the second spouse was changed to cover the fact that this was an LGBT couple. Two glaring problems present themselves here: 1) The input of both spouses was not included. Financial Planning for couples (gay or straight) is not...
Over the past 20+ years of helping gay couples with gay tax planning, LGBTQ Wealth Management and gay financial planning, I have seen many LGBT couples get slapped with a high tax bill from the marriage penalty. While the marriage penalty can hit all couples, it can be rough for high-ear...
Engaged couples are advised to make plans: Experts say financial decisions are best made earlyEILEEN ALT POWELL
often make decisions about everyday household spending and purchases for themselves and the children, whereas men make most complex financial decisions in a household such as concerning the tax declaration and the purchase of durable goods and financial products such as mortgages and pension plans. In...
Many couples are just a paycheck away from financial insecurity, and financial infidelity can ruin their lives. For them, and also for those who are affluent, wealthy, and financially stable, it’s not simply a matter of money but of honesty and authenticity between partners. ...
A financial advisor helps people manage their money and map out a plan for the future, including retirement. Whether they focus on financial planning in a broader form or focus on niche topics, financial advisors draw up plans or recommend specific investment products and vehicles to meet the ne...
Valerie R. LeonardCEO & Financial Advisor, EverThrive Financial Group | Birmingham, Ala.In addition to working with her clients to further their retirement and wealth-building plans, Leonard educates over 7,000 U.S. workers via in-person group meetings, videos, and virtual courses on her soci...