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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…
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How 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…
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The 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…
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A 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…
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HOW 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…
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Why 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…
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money ying yang

How to Find Your Financial Harmony

Finding harmony in our lives often seems like a lofty idea.                   …
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The Gift of Growing Together

But of course the marriages of our favorite stars get tested all the time. They do face all kinds of trials. Like you and me, they have to get down and face reality to make the best of it. Or,…
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DOES A LAZY MARRIAGE WORK?

 I love contrarians. Since I am a contrarian myself, I have a special affinity for others who will “buck the trend” in an honest pursuit of truth, honesty, and sanity. Noah Berlatsky is one such trend-bucker. He takes on the prevailing mandate…
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TAKE TIME TO TALK TOGETHER

When’s the last time you had an honest conversation with your partner about money? Financial blogger Crystal Paine talks with her husband all the time about everything – especially their finances. They seem to have made talking about stuff a…
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