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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.

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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Marriage and Friendship

People are connecting these days in a multitude of ways. Social media technology is making a lot of it happen. At the same time, more traditional forums are being reevaluated for their potential to bond with others… …and believe it…
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What They Knew 60 Years Ago

You probably don’t think there’s much to learn from marriages sixty years ago. A lot has changed since then. Today we have many marriages in which both spouses have careers. Nannies and babysitters are virtual members of the family. Same-gender…
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“Early” Marriage is a Bad Idea

How do you know when you’re ready for marriage? Different cultures have different customs and laws with regards to marriage. In some places, early or child marriage is prevalent. This practice often offends Western sensibilities. Unfortunately, studies have also shown…
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