Category: Partners Are People Too
Spouses, life partners, and business partners need to cooperate on financial matters, especially regarding sensitive topics such as life insurance. Here I offer some of the fruits of over 30 years of happy marriage to help your decision-making dynamics run more smoothly.
Here’s 2 reasons why no one should ever tell their spouse they are a “financial idiot” or “terrible with money”.
by Angie Carlson | 1. Your financial backgrounds are different One of you was raised a financial household similar to The Giving Tree. The other was raised in a financial household similar to Pinnochio. Now that you are married and trying… Read MoreHow much life insurance should you get on your stay-at-home spouse?
Many households have a spouse or partner that stays home. Does that mean he or she does not work? Not a chance. Kids require a ton of time and effort. Then you have all kinds of domestic chores, to keep… Read MoreThe Case of the Hamptons Widow
Gerry Beyer has a new post on his Wills, Trusts and Estates Blog that hits home, especially for women whose husbands take care of the household finances. If you tragically lose him prematurely, will you know how to handle your… Read MoreA PURCHASE THAT MAKES BOTH FINANCIAL AND SPIRITUAL SENSE
Sometimes you find out the coolest things about your clients 🙂. Marv (not his real name) was an executive who had purchased a substantial life insurance policy for the benefit of his wife and young children. We had done a financial needs… Read MoreHOW MUCH LIFE INSURANCE DO YOU NEED TO PROVIDE FOR THE EMOTIONAL AND PSYCHOLOGICAL NEEDS OF YOUR LOVED ONES
Most of us know and understand the value of life insurance for providing financially for our loved ones. Life insurance ensures that your family will be able to pay the mortgage, continue education, and maintain their standard of living. But… Read MoreWhy Stay-at-Home Moms Need LOTS of Life Insurance
I am a big advocate of men and women both having careers. However, I am a bigger advocate of children getting the parenting they need. That is why I applaud those households in which Mom can stay home with the… Read More