Archive for the ‘Just Married’ Category

Spring cleaning – put your financial house in order

March 28th, 2011 Mike Roozeboom

As winter draws to a close, and you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at your finances and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a balanced investment groundwork* Does […]

Pros and cons of joint checking accounts

February 9th, 2011 Todd Means

One of the biggest decisions you and your new spouse will have to make when it comes to your financial lives is deciding how you want to manage your money. Will you: Establish a joint account that is used by both you and your spouse? Continue to manage your own individual accounts? Or establish a […]

How to be an organized financial consumer

January 31st, 2011 Jeff Burkhart

Being an organized financial consumer really boils down to one thing: Take control of your money instead of letting it control you. Although this may seem like a daunting prospect for some people, a few simple strategies can help you streamline your finances and become more organized about household money matters. Have a clear understanding […]

young family

6 basic rules to financial freedom

January 31st, 2011 Doug Benjamin

Managing your finances can be a confusing and daunting process. But the reality is that mastering money isn’t that difficult. If you stick to a few basic rules and principles you’ll set yourself up for a life of financial freedom. Keep in mind that most of these rules are behavioral in nature, and changing your […]

5 Common Money Mistakes

January 31st, 2011 Barb Finney

In challenging economic times, you can’t afford to play fast and loose with your finances. Minor missteps can add up to thousands of lost dollars over time. Avoid five of the most common money mistakes, and you’ll start adding to your nest egg in no time. Money mistake #1: Living beyond your means This affects […]

12 fundamentals of investing

January 18th, 2011 John Evans

As newlyweds, many couples begin to think more seriously about investing money for their future together. This can be very intimidating. As an investment novice, the fear of failure and seemingly endless choices can lead many people to completely avoid investments altogether. To help you get started in the investment world, we’ve identified 12 basic […]

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