In fact, a 2023 survey found that, although financial security was the main reason people got married, financial stress caused one in four divorces. Fortunately, having an open and ongoing discussion about money can help flip the script. Here are some questions that can help you better ...
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 b...
Your QuestionsLucy Warwick-Ching Am I better off as a landlord or as an Airbnb host? I’ve come into some inheritance and would like to buy a property to rent out but tax is a concern August 29 2024 Philanthropy Wealthy Brits could give one-third more to charity, finds survey ...
The 2 Essential Financial Planning Questions to AskEric Nelson
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. below, i highlight 10 such questions that i have found important and helpful for clients to ask:...
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...
How do I talk about money before getting married, you ask? 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 ...
Questions to Ask a Financial Advisor Investors looking for the right advisor should ask anumber of questions, including: Do you have experience working with a client like me?A financial advisor that works with you will likely not be the same as a financial advisor who works with another. You...
2. Consider the different types of financial advisors 3. Know what credentials to look for 4. Review financial advisor service types 5. Evaluate how much you can afford to pay a financial advisor 6. Research and vet financial advisors Questions to ask a financial advisor If...