The Secret to Having a Healthy Marriage: Know How to Talk about Money

The Secret to Having a Healthy Marriage: Know How to Talk about Money
To kick off Women's Money Week 2017, #wmweek17, this article is dedicated to money in relationships.For those of you who are excitedly and intentionally planning your 2017 wedding, I invite you to consider investing in the health and longevity of your MARRIAGE in the best way possible. How? By knowing how to talk about the most taboo subject in rel...
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When it Comes to Money, Know Who is Driving: Your Money Types will Assist or Derail Financial Conversations

When it Comes to Money, Know Who is Driving: Your Money Types will Assist or Derail Financial Conversations
"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The attorney and Bob are talking about possible structures to use to avoid taxes and protect his key concerns as they relate to his children and begin...
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Prenuptial Agreements, Part 2: Common Prenup Mistakes to Avoid

Beware! If you believe you’ve already figured out what you will do in case you divorce…there are many things you may not have considered or realized are important to discuss before you sign your prenup. Learning what you "don’t know that you don’t know" is essential, and how you go about it can either strengthen or derail your relationship!

In this second part of a conversation with Erik Newton -- former family law attorney and current publisher and producer of Together Magazine and Podcast– we discuss:

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PreNuptial Agreements: A Powerful Way to Start your Marriage

 

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Support for Mindful Giving this Holiday Season


With the holidays fast approaching, there is likely to be additional stress amidst the fun around gifts and giving. We want to do what we can to support you in having the healthiest, happiest holidays ever… when it comes to MONEY!

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Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

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This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...