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Financial planning at 5 stages of life

Tying the knot
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Tying the knot

Married couples have a reputation for fighting mainly about one of two things. For newlyweds, it's likely to be money.

With a financial planner, you get an objective professional to help you think through budgeting, setting financial goals and determining who will pay for what. He or she can also help you study employee benefits and make sure you're not duplicating your efforts.

Whatever your goals are, talking through them with a professional and getting a plan down on paper will help you and your partner work together to reach them. "Tensions always arise because of money," Levine says. "It's a planner's job to put everybody at ease and help them determine the best way to divide roles."


 

 

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