Love & Money
Couples
usually discuss everything from engagement rings, to china patterns to where
they plan to honeymoon. But what about their finances? Will both be in charge of
planning their financial future or just one of them?
Through proper budgeting and planning new couples can systemically save for
all their short-term goals like a down payment on a first home, or long-term
goals like their children's education and their own retirement. The key is to
simply get started.
A financial plan is an excellent tool that allows couples to clearly lay out
their goals and objectives. Setting up a plan together in the beginning stages
of a marriage will save both husband and wife from the frustrations of
over-spending and under-saving. Also, by planning together, either one could
successfully manage the finances.
Remember, putting a financial plan in place doesn't mean the couple always
has to give up the things that they enjoy. In fact, once a plan is in place and
expenses are being monitored, couples usually find that they have more money for
the little things that they both really enjoy.
Request More Information
California residents may use this form to request more information.
California residents may
also call Jim Hetherman at 818-636-7869
(CA Ins
License # 0B21307). Jim Hetherman's direct email address is Jim@Hetherman.com.
|
|