Curi’s Post

Whether you plan to merge finances after marriage or maintain financial separation, it's crucial for couples to engage in open discussions about money before tying the knot. Curi RMB Capital's Loren Knaster, CFA, CFP® shares guidance for navigating these crucial conversations in his new blog post. https://hubs.li/Q02DW9pw0

A Financial Blueprint for Newly Married Couples Read more from our Blog: https://lnkd.in/gKC9BW3g Follow us for more updates on Markets and Investments.    #Financialplanning #NewlyMarried #WealthManagementServices #JamaWealth

Is it good for a couple to have separate bank accounts? 😏 This question that was recently brought up in discussion. No longer being married, my immediate answer was YES! I received a little pushback and decided to investigate. Personally prior to being married I had saved and had my own investments. I also knew that my soon to be husband had very different spending habits than myself. Turns out I am not alone in having a positive opinion of separate accounts. TIAA put out a great article on why it is a positive. The top reasons are premarital funds, different spending habits, and empowerment. There were many more articles about how the modern couple handles separate finances. It's a great thing:) https://lnkd.in/gVAShb_C

Those who have lived as a couple can confirm that finances are often a complex topic to address. 🤯 These are some recommendations for those who want to make their finances compatible. This technique is recommended for couples who have significant income differences. However, there are many ways to manage finances as a couple. If one works for you and your partner and meets the legal requirements, then it is the right one for your marriage. 💸 💚 The couple is an excellent ally in achieving financial stability and generating wealth and abundance, so we suggest discussing finances, planning, educating yourself, and thus strengthening the relationship in the process. #CoupleFinances #PersonalFinances #FinancialScorecard #FinanceTip

💍💸 Love & Money: Separate or Combined? Curious why some couples keep finances separate? Discover how maintaining financial independence can actually strengthen your relationship. From managing different spending styles to handling past debts, our latest blog post by Katy McDonald, CFP® reveals why separate accounts might be the way to go. 🔗 https://buff.ly/3A1b3nj #MoneyAndMarriage #FinancialIndependence #CouplesFinance #SmartMoneyMoves #WealthManagement #BrightonJones #LiveARicherLife

Finances over Fun🤝 Tip #6 underscores the importance of setting a minimum threshold for significant expenses. While individual spending autonomy is understandable, major purchases should necessitate mutual agreement between spouses. Just as marriage is a pact between two people, financial harmony is paramount. Stay tuned for Tip #7 and beyond as we continue to navigate the intricacies of merging finances in marriage. Remember, we're here to support you on your journey towards a prosperous future together. Reach out today for personalized financial guidance tailored to your family's needs🥳 Demond D. Oliver Fundamental Wealth Advisors 📲979.485.5454 🖥www.fundamentaladvice.com 📍1716 Briarcrest Dr. Suite 810, Bryan TX, 77802

If you are married, then you NEED to have healthy and regular conversations about money. Financial discussions are a critical part of maintaining a strong, transparent, and trusting relationship. Talking about money helps you and your spouse align on financial goals and make informed decisions together. This includes discussing your budget, savings, investments, and any debts you might have. Regular conversations ensure that both partners are on the same page and working towards common financial objectives. It’s also essential for managing expectations and avoiding misunderstandings. Money can be a significant source of stress in a marriage, but open communication can alleviate much of this tension. By discussing your financial situation regularly, you can identify potential issues early and work together to resolve them. Moreover, these discussions are vital for planning your future. Whether it’s planning for your children’s education, buying a second property, reinvesting in your business, or preparing for retirement, regular financial conversations help you stay on track and adjust your plans as needed. At E-Wealth Partners, we emphasize the importance of these conversations and provide guidance on how to approach them effectively. Remember, financial harmony is a key component of a happy and successful marriage.

When you get married, you’re trusting that you know all you need to know about each other and are willing to work out the bumps along the way. But have you had some frank financial conversations before tying the knot? Do you know if your partner has any debt and vice versa? What about joint bills? Joint investments? Full financial transparency? As you start your “happily ever after,” here are 4 things to discuss to make the financial part of marriage a bit easier: #marriagefinances #financialplanning

"Marry the right person" That is the financial advice that no one ever talks to you about, way in advance. Sometimes it appears a bit awkward when someone talks about who you marry as one of the factors to consider in your financial journey... Marriage is the most relational, consequential and financial decision we ever make. The partner you choose will determine where you live, what you spend on a daily basis, the vacations you take, the type of house you buy, the values you pass down to your children and many other financial elements that directly affect you as a family, including how you retire. Most couples only talk about money while fighting or during a crisis. Money talks for couples should actually be scheduled, and money should be talked about proactively and early enough. Ladies and gentlemen, step out for coffee dates with your loved ones and plan your financials. Ask questions. Many questions. Listen, and listen to understand not just to respond. This is deep, remember to remember. ✌️

Secure your child's future today! Start investing for their marriage now and enjoy a stress-free financial journey. Take the first step towards ensuring a beautiful and worry-free celebration. Invest wisely, plan ahead, and cherish every moment without financial concerns. Start investing today! 💼💰 #InvestForTheFuture #FinancialSecurity #ChildMarriageInvestment #SmartInvesting #GrowYourWealth #PlanAhead #InvestmentJourney #FinancialFreedom #SecureYourChildsFuture #StartInvestingNow"