It depends on who you ask, but these are some questions you can ask to get a sense of your partner’s personality and how they deal with money day-to-day: How does spending or saving money make you feel? What amount of income or assets do you feel is “too much” or “too ...
As you prepare to tie the knot, consider these five money questions to ask before marriage: 1. Do we understand our debt, assets, and expenses? One helpful way to talk about money before marriage is to sit down as a couple and take inventory of all the debt and assets you’re each b...
Before transitioning to full-time caregiving, ask yourself these seven financial questions. Advertisement 1. Are my personal finances strong enough? It’s imperative to examine your personal finances to see if they can support you while you care for a loved one. Above all, be honest about your...
, you need to ask questions to know if an advisor is competent, if they are right for you, and to clarify their approach to managing your financial future. in my experience, some clients are better at asking such important questions than others, but i always encourage everyone to ask them...
84 Financial Questions to Ask Your Partner Whether you’re dating, engaged, or married Rachel Wong | November 8, 2021 We know money can be a feisty topic for couples, so we’ve laid out a list of financial questions to ask your partner. We’ve split it out by relationship stage (newly...
You're relying on yourfinancial advisorfor their expertise but it remains very important to ask questions and gain an understanding of what they do, how they do it, and what strategies they're trying to employ. It's important to ask the right questions to ensure that you're getting the ...
In 2023, we learned the importance of being prepared for anything. As you meet with your advisor to review your progress toward your financial goals, these four questions can help you identify areas of your financial life that may need more attention, and others that could benefit from adjustme...
doi:urn:uuid:74a842a1d26c0410VgnVCM100000d7c1a8c0RCRDThere are a ton of things to consider before walking down the aisle, but chief among them are finances. Couples should ask these financial questions before deciding to spend the rest of their lives together.Kate RogersFox Business...
Send these five questions to your advisor ahead of time and you will leave with what really matters: satisfaction with your progress or an action plan to make changes. 1. What is my all-in cost?Whether your advisor charges a flat fee, a percentage of assets or commission, the most impor...
Here are four questions to ask your significant other in order to build an open, honest and strong partnership. What is your attitude toward money? Money means different things to different people. For example, individuals can view it as a tool to achieve the life they desire, a symbol of...