Money and Relationships: How to Bring Up The Conversation

It’s no secret that money can be a major source of tension in relationships. In fact, studies show it’s a leading cause of divorce, even surpassing infidelity. But while the importance of financial communication is undeniable, knowing when to initiate that conversation can be tricky. Why Money Matters From day-to-day budgeting to long-term financial goals, […]

Avoiding Divorce: The Money Mistakes That Could Cost Your Marriage

In my years of advising couples on their finances, I’ve identified key red flags that can harm your bank account and your relationship.  Here are the top 3: The first major no-no is hiding money and debt from your partner. This move screams mistrust and fear. When you’re in a committed relationship, transparency about finances […]

How to Easily Surround Yourself with Successful People

You’ve heard the saying, “You are the average of the 5 people you spend the most time with.”  I agree and as a financial advisor, I’ve seen some of my clients get dragged down financially by their family or friend circle and it ends up affecting their long term success. Yet despite this knowledge, they […]

The #1 Asset In Divorce

Anyone that’s gone through divorce knows how impactful it can be on you and your children. To be honest, there was a time where I fantasized being the daughter of a mob boss, just so that my ex would be ‘swimming with the fishes’ without me having anything to do with his disappearance. Dark, I […]

Could Your Money Personality Be a Threat to Your Marriage?

Money is cited as one of the top reasons for divorce and separation. Yet, finances seem to be viewed as a “We’ll worry when we get there” type of issue.  In this post, I delve into the concept of money personalities and how they can foreshadow the outcome of your marriage.  Have you taken your […]