Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

Couples and Money

Filed Under: Couples and Money, Estate Planning, Family Finances, Fee-Only Financial Planner, Personal Finance Tagged With: Leave a Comment

Guest Post – Attorney Mike Mastry: Beneficiary Designations

This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them.  Mike can be reached …

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Does More Money Lead To A Happier Relationship?

“Finances play a role in determining marital happiness, and conversely, marital happiness and stability influence a client's long term financial plan," was part of the conclusion of a study on money …

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Monthly Money Date?  How’s That Workin’ For Ya’?

Due to favorable responses we received on couples and money last year, we are using this Valentine's Day month to revisit this important topic. It's said that money and sex are the two biggest …

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Are You More “I” Or “We” With Money?

Patrick (not his real name) and I had been on an introductory phone conversation for nearly 20 minutes. He said things like, "I've been doing all this research and I'm more confused than ever," "I …

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Filed Under: Behavioral Economics, Behavioral Finance, Couples and Money, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Lifestyle Planning, Personal Finance, Psychology of Money Tagged With: , , , , , 2 Comments

When Does Financial Advice Become Couples Therapy?

I had just finished giving a talk on the psychology of money to a group of professionals, and a participant waited in line to speak to me afterwards. The person before him took quite a while, so I …

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