Here’s What Couples Need to Know About Merging Finances
by Mark Reyes, CFP®
May 12, 2021
2 minutes
Personal finances embody deeply rooted emotional characteristics that shape one’s behavior toward their money. It’s important to remember that when sharing finances with a significant other, it’s not a one-size-fits all kind of deal. Individual emotions, trauma and beliefs around money will differ from person-to-person.
As a financial adviser at Albert, a personal finance app where users can text me and our team for tailored financial advice, I see many questions around this topic. For example: My fiance and I are getting married. How should we save together for this goal? My partner just lost their job due to the pandemic
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