Tag: Financial Literacy

The 5 Biggest Mistakes Millennials Make with Money

July 17, 2020
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Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes millennials make with money? Not having a budget Despite all the easily accessible apps for budgeting and tracking expenses, millennials are still...

Marriage and Money: How to Communicate Effectively About Finances

June 1, 2020
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If there’s one thing that’s absolutely essential to having a happy marriage or relationship, it’s communication. What we seem to forget, is that the rules are just the same for communicating about your daily experiences, your needs, or your feelings as they are with talking about...

Marriage and Money: Together, Separate, or Somewhere in Between?

June 1, 2020
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So, what’s the verdict? Should you have joint accounts, separate accounts, or something in between? Studies show that couples with joint finances are more likely to stay together in the long run. We think this has very little to do with actually having their money in the same account and a lot...

Marriage and Money: Setting Boundaries

June 1, 2020
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Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our partner, it’s nice to also keep some of our independence and set up some guidelines to help us be successful as a team. Sometimes we need some...

Marriage and Money: Setting Goals For Success

June 1, 2020
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One of the questions I get consistently from clients is: how do I get my spouse on board with keeping a budget? Followed by, oh and how do I get them to stick to it? The answer is simple. We want to look beyond just the budget. The day to day spending is what will make a big difference in the long...