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Financial Rules of Engagement

I can’t think of a more dynamic time in one’s life than where Millennials find themselves right now. Our twenties and thirties are loaded with critical decisions at almost every turn. From launching careers and finding purpose in life, to buying homes and starting families, there’s no other time quite like it. I’d argue it’s[…]

If you are getting married, it's time to do some basic goal setting and financial planning. Don't forget about estate planning!

Then Comes Marriage

You are crushing it in your career and have found love! Mazel Tov! You and your partner have decided to make it official and tie the knot. Now what? I’m not going to give you any wedding planning tips because Heather ran that show. However, I can share some advice on financial planning topics to address[…]

Millennials should have the financial conversation before getting married. Learn how to communicate with your partner about money.

Millennial Financial Conversations to Have Before Marriage

Remember that teasing tune we all used to sing on the playground: “First comes love, then comes marriage, then comes crippling debt!” Is that not how it goes? Maybe I learned the alternate version of the song. I think what was missing between the marriage and the crippling debt parts was a financial conversation between[…]