Listen Now: Couples & Joint Accounts
Podcast What should couples consider when joining their money? What’s best – Separate or Joint finances for couples? Certified Finanical Planner Eric Garcia & Dr. Matt Morris discuss couples and $$$ Learn more about Erik and his work at plan-wisely.com
6 ingredients that help KIDS become successful ADULTS
Want your kids to have an edge? Want them to become successful? Here’s a checklist BASED ON RESEARCH – how many are you doing? So you’re a loving, present, empathetic, compassionate parent. You hug your kids, try to avoid shaming them, and lovingly attend to their needs. Great! That’s a wonderful start. But if that’s […]
Holiday Gifts… or burdens?
This post was collaboratively authored with financial planner (and friend) Erik Garcia. Visit his website to learn more. We’re family guys, gift givers, and holiday celebrants, but we’re both tired of seeing our clients struggle through the financial pressure of holiday over-spending. The (pressure) culture of Christmas gift-giving has for too many become overly […]
4 Skills of Financially Healthy Families – part 2
Family Finances: (part 2) By now, if you read part 1, you’re probably frenetically tracking your spending and budgeting like a banshee. And wow, now that you know where your money is going, it’s much easier to plan how you really want to spend it – and when you stick to the plan, you probably […]
4 Skills of Financially Healthy Families – part 1
Family Finances: When I meet with families and couples, I often ask them the following question: “How are you doing financially?” I leave this question intentionally vague, hoping to get a picture of clients’ money management skill, their perceived financial stress, and for couples, their ability to collaboratively work together to meet their financial goals. For most […]
Money Stress?
Almost every couple that I counsel reports some stress related to their financial health. Even for families with substantial income, there’s always the pressure of the cost of life and different spending priorities. Finances are so influential on family stress, that it’s one of the topics that I address with every couple in premarital counseling. […]