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Image for Marry for the Money? Maybe or Maybe Not

Apr 17, 2023

Marry for the Money? Maybe or Maybe Not

Social Security benefits are an essential piece of many retirees' financial plans. Most people know they are entitled to benefits based on their own record or earning history, but did you know that you are also eligible for benefits on your spouse's earnings?

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Mar 22, 2022

Married Filing Separately: Who Does That?

You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. If so, you may wonder what the "Married, Filing Separately (MFS)" designation is all about. What does it mean, and does it make sense for you?

Image for Yours, Mine, and Ours: Marriage and Personal Finances

Apr 19, 2021

Yours, Mine, and Ours: Marriage and Personal Finances

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.

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May 1, 2017

Wedding Approaching? What about a Prenup?

What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...

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Jun 12, 2016

Wedding Costs! Really?

If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.

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Jul 9, 2012

75% of Women become Widows

Connie got taken by a shyster after her husband died. The supposed "financial advisor" sold her inappropriate investments, while collecting over a quarter million dollars in commissions.

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