Top 3: Engagement
1. Speak openly and honestly about finances
2. Open a joint bank account
3. Create common financial goals, while still making progress with personal goals
Top 3: Home Purchase
1. Accumulate savings for a down payment, associated costs/fees, and emergency fund
2. Complete the mortgage pre-approval process
3. Peruse homes patiently
Top 3: New Baby
1. Complete or update Estate Planning
2. Review risk management program
3. Set up 529 college savings plan
B: Build or Bolster your emergency fund
It is imperative to set aside cash in a bank account reserved for unexpected situations. This type of cash savings is commonly called…
A: Align your resources and lifestyle
This tip typically elicits laughter (and the occasional eye roll), but while it sounds simple, it is not always easy to execute. Your financial well-being depends greatly…