Financial Planning Guidelines for Couples

Jun 27 • Financial Planning, Life Planning • 620 Views • No Comments on Financial Planning Guidelines for Couples

When it comes to juggling the many tasks of our daily lives, couples tend to adopt a division of labor.  And while all couples and families differ, the “divide and conquer” method may be the most efficient.  However, it is vital that both partners communicate often and openly about their finances.

I ran across a very helpful article by Raymond James with specific topics for couples to discuss about their financial past, present, and future situations.  Using these tips, and working with a trusted professional team of lawyers, accountants, and financial planners can help you build and implement a financial plan to reach your life goals.

For more information, visit our website at makinglifecount.com or contact Lucas Bucl at 913-345-1881 or lbucl@makinglifecount.com.

Photo credit: ramkrsna via RemodelBlog / CC BY

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