Couples and Money

Filed Under: Couples and Money, Estate Planning, Family Finances, Fee-Only Financial Planner, Personal Finance Tagged With: beneficiary designationsLeave 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 …

Filed Under: Couples and Money, Family Finances, Financial Planning Leave a Comment

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 …

Filed Under: Couples and Money, Emotional Intelligence Leave a Comment

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 …

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: CFP, couples and money, fee-only financial planner, Holly P. Thomas, money and relationships, psychology of money2 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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Holly P. Donaldson @hollypdonaldson·

June 18, 2021

There are several reasons you might want a trust. The best person to ask is a board-certified estate planning attorney. Find one through your local estate planning council (https://t.co/1csTnVT8Hw) or ask your financial advisor for references.

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Holly P. Donaldson @hollypdonaldson·

June 13, 2021

Not only were these waiting after my first post-covid trip, but ⁦@Ken_Donaldson⁩ had dinner ready, met me INSIDE the terminal AND agreed to go furniture shopping after. Whoa. After 15 months WFH together, I felt sorta like Sally Field. “You really missed me?!?”

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Guest Post – Attorney Mike Mastry: Beneficiary Designations

Does More Money Lead To A Happier Relationship?

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

Are You More “I” Or “We” With Money?

When Does Financial Advice Become Couples Therapy?

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