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Episode 2436:
Kelley Long outlines an 8-step financial planning guide tailored for newlyweds to align their financial goals and foster open communication about money. From budget-setting and emergency savings to drafting essential documents and automating finances, these steps provide a practical framework to build financial security as a team while strengthening marital bonds.
Read along with the original article(s) here: https://www.financialfinesse.com/2015/09/16/the-8-step-diy-financial-plan-for-newlyweds/
Quotes to ponder:
"Discuss your earliest financial memories, your fears about money, your personal definition of financial security. This is a judgment-free zone and 100% honesty is essential."
"Having this account in place is one of the foundations of financial security."
"A financial plan is just that: a plan. In order to make sure you’re staying on plan, it’s important to revisit once a year or so to measure progress, celebrate successes and adjust for changes."
Episode references:
NOLO Estate Planning Resources: https://www.nolo.com
Life Happens Insurance Calculator: https://lifehappens.org
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