by Nicole Sheehey | Dec 21, 2025 | Finances, Protecting Assets
So you and your partner are on even footing. You make roughly the same income. You both have similar savings or maybe similarly sized student loans. Neither of you is coming into the relationship with a trust fund or a house in Malibu. And since you’re financial...
by LAURA TYNAN | Aug 15, 2024 | Finances, Protecting Assets
“Savings and investment…” These are two words that can often feel like a snooze-fest. But hold on! What if managing your money could be less overwhelming and even, dare we say, exciting? It’s time to unravel the mysteries of saving and...
by Nicole Sheehey | Jun 9, 2024 | Finances, Protecting Assets
A Wills and Estate Planning Study from 2025 found that only 24% of Americans have a will, a major decline since 2022. That means that about 75% of Americans die “intestate,” which means the state laws dictate who their money passes on to. Estate planning might sound...
by LAURA TYNAN | Jun 8, 2024 | Finances, Protecting Assets
When looking for red flags in a partner, what about financial red flags? Those that can easily be overlooked yet create a lot of trouble later on. When it comes to relationships and marriage, money can be a tricky subject. However, it’s not a topic you want to leave...
by LAURA TYNAN | Jun 7, 2024 | Finances, Protecting Assets
Picture this: you’re scrolling through Instagram and see an influencer bragging about their latest Apple or designer purchase. It’s all too easy to click “buy now” and feel that immediate rush of excitement. But what happens to those long-term dreams of buying a...
by LAURA TYNAN | Jun 6, 2024 | Finances, Protecting Assets
Did you know that married couples who invest together are more likely to achieve their financial goals? A study by Fidelity found this to be the case, and it makes sense. Having your partner by your side makes achieving your goals much more motivating. If you’re...
