David Lerner Associates : Marriage And Money
How to Prevent Money from Ruining Your Marriage
Sharing finances with a partner comes with a lot of issues; mutual trust, respect, self-worth, etc. These are all areas that, if damaged even slightly, can lead to upset and tear the fabric of a marriage apart.
Money Lessons for Women
Gender roles in today's society have shifted dramatically from a time when little girls grew up hoping to find a good man who could take care of them financially.
Retirement Planning For Couples
Couples have some unique advantages when it comes to retirement planning. For one thing, you have someone to pool resources with, share expenses, and help inspire (or nag) one another to save more.
Death and Debt
The death of a spouse is heartbreaking and something that no one really wants to think about. Unfortunately, it is something that needs to be considered and a plan put in place to ease the major adjustment in one's life. The surviving spouse faces more than just overwhelming emotions - he or she may also face the challenge of handling a loved one's outstanding debts.
Is Divorce Derailing Your Retirement Fund?
Just as getting married involves financial decisions, so does divorce. Splitting up your assets is one of the main areas of concern - and this includes investments and retirement accounts. It's important for each of the partners to retain some of the retirement fund.
Cinderella's Personal Finance Lessons
Although women now control 70% of consumer spending worldwide, when it comes to controlling their finances, the numbers are less encouraging. A recent study by Key Private Bank showed that even among high net worth women, household finances are still predominantly controlled by men.
Money Tips for Newlyweds
Wedding season is upon us. So put on your dancing shoes and get ready to enjoy the tying of knots. If you're the lucky couple walking down the aisle, then congratulations. You've taken a giant leap into adulthood and the journey is only really beginning. It would be very smart to get on the same page with your finances especially since it seems to be a source of arguments between married couples.
Retirement, Communication, and Marriage
Planning for a blissful retirement can be work sometimes. There are a lot of details to consider, and even more so as a married couple. And even more if there are children involved. It's not the most comfortable conversation to have with your spouse, but it certainly is important.
Financial Advice for Newlyweds
The honeymoon is over. You've taken a giant leap into adulthood, and the journey is only really beginning now. It would be a very smart thing to do to get on the same page with your finances, especially since it seems to be a source of arguments between married couples.
David Lerner Associates: Financial Equality in Marriage
Getting married is a very emotional moment. There is so much to do and organize that how you're going to deal with your finances after you're married is often not a major thought. However, once the honeymoon is over and you're settling down to everyday life, this can become one of the most contentious aspects of a marriage.
David Lerner Associates: Finances, Health, and Credit Can Affect Your Love Life
A recent survey by Nerdwallet showed that 60 percent of women ranked a potential partner's financial situation as important to them. Almost half (44 percent) feel that financial responsibility is more important than attractiveness in a romantic partner. This applies to men too, although the numbers differ according to age groups.
David Lerner Associates: Property Ownership Issues for Married Couples
When you get married there are many financial issues that should be discussed and resolved. How to structure ownership of property is one such issue.
David Lerner Associates: Planning for Marriage
If you are planning for marriage you're faced with the enormous responsibility of combining your personal finances with your spouse's and reassessing the way you and your spouse structured personal finances as unmarried individuals.
David Lerner Associates: Protect Your Family
One of our greatest assets is the ability to earn income. Most fathers provide for their families' needs and should this ability be interrupted or taken away it could mean serious problems for the family.
David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.
David Lerner Associates: Social Security and Divorce
If you want to qualify for one half of your ex-spouse's Social Security benefits, there are certain requirements which must be met.
Retirement Saving Strategies for Married Couples
If you're married and plan to stay that way for the long term, it's important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.
Handling Debts after a Spouse's Death: Who's Responsible?
The death of a spouse is heartbreaking. Yet the surviving spouse faces more than just overwhelming emotions-- he or she may also face the challenge of handling a loved one's outstanding debts.
Connect With Us