Penny Calling Penny的动态

SDK's Steve Warren recently appeared on KSTP's "Money Minute" to discuss money talks before marriage! Discussing financial goals, debt, and saving habits with your partner to ensure you start your journey on the same page. #Teamwork #MarriageTips #FinancialGoals

For You To Be On The Same Page As A Couple, You Have To Make Decisions Together. You don't only have to make decisions together when it comes where you should live, or how to run your household, or where to go on holiday. It's important for you to also be united and make decisions together when it comes to your Money! Imagine how you would feel if your partner decided to do things that impact you and affect you greatly, without talking to you first. Not a nice feeling, RIGHT?! Chances are this would also lead to disagreements, tension and arguments. For you to be able to build anything together and to grow together as a Couple, you need to communicate and make decisions together as a Couple. #couples #money #marriage #couplescoach #relationshipadvice

When was the last time you reviewed your estate plan? Jeffrey Rolison and Margaret Sjostedt's story highlights the importance of keeping your plans current. After 30 years, an old beneficiary form from 1993 could leave Margaret's $750K savings to her ex-spouse, jeopardizing her intended legacy. Life is unpredictable: marriages, divorces, and other significant events can change your intentions. Regular updates with a financial advisor can prevent misunderstandings and ensure your assets are distributed according to your wishes. Read their full story here: https://on.wsj.com/3VmkLYg Invested in Improving Lives #EstatePlanning #LegacyPlanning #UpdateYourPlan

?? Are You and Your Spouse Fighting About Money? Here’s How to Fix It. If you and your spouse are constantly fighting about money, it’s time to stop the financial chaos. You can’t have peace in your home if you don’t know where your money is going. Here’s How to Bring Peace to Your Home: ?? Hold a family budget meeting. Plan together where your money is going. ?? Set financial goals and stick to the plan. This will reduce money-related stress and bring harmony to your relationship. ?? Start communicating like grown-ups. Budgeting together isn’t just about finances—it’s about building trust and restoring peace. If you’re ready to stop fighting and take control of your money, it’s time to act. ?? Comment "Ready" below if you’re ready to fix your finances and restore peace in your marriage! #FinancialFreedom #SaveYourMarriage #MoneyManagement #CouplesFinance #BudgetingTips #WealthBuilding #FinancialIndependence

As we wrap up 2024, I want to share 12 Smart Money Moves for Year-End Financial Planning to help you finish the year strong. #1: Review Your Beneficiaries Take a moment to check and update the beneficiary designations on your accounts. Life changes like marriage, new additions to the family, or other updates might mean it’s time for a refresh. Why is this important? Making sure your accounts have the right beneficiaries helps ensure your wishes are carried out and avoids complications for your loved ones in the future. #OpalWomen #OpalWealthAdvisors #smartmoneymoves #yearendplanning #financialtips #beneficiaryreview #moneyplanning #financialwellness #womenandmoney *Please see disclosure information at https://lnkd.in/dB-6pAAi

Jonathan Steele just flipped the script on traditional child support methods.? ? In our latest episode of 'Broke Up, Not Broke(n)', he delves into the power of child support trusts. ? ? Imagine this: instead of chasing monthly payments, a trust automatically cuts the check. ? ? One fight, one decision, and the financial stability of your child is secured.? ? This isn't just a financial tool; it's a game-changer. ? ? It's time to rethink the way we handle asset division in high net worth divorces. ? ? Why rely on a system that often leads to monthly battles and contempt proceedings when automation could solve it all?? ? Listen to the full discussion with Jonathan Steele to explore if this could be the solution for you.? ? https://lnkd.in/gtwWKNyX? ? Visit Jonathan Steele’s links to explore more of his work.? www.x.com/steelefamlaw ? https://lnkd.in/gzk57Ktz? https://lnkd.in/gSdi92Y7? https://lnkd.in/gnVVuFwd . . . . . #DivorceSupport #DivorceRecovery #EmotionalHealing #FinancialWellbeing #DivorceTips #Divorce #DivorceFinancialPlanning #Finances #FinancialPlanning #Finance #FinancialFreedom #Money #PersonalFinance #Resilience #DivorceMediation #EmotionalRecovery #DivorceAdvice #ChildSupport

When was the last time you reviewed your estate plan? Jeffrey Rolison and Margaret Sjostedt's story highlights the importance of keeping your plans current. After 30 years, an old beneficiary form from 1993 could leave Margaret's $750K savings to her ex-spouse, jeopardizing her intended legacy. Life is unpredictable: marriages, divorces, and other significant events can change your intentions. Regular updates with a financial advisor can prevent misunderstandings and ensure your assets are distributed according to your wishes. Read their full story here: https://on.wsj.com/3VmkLYg Invested in Improving Lives #EstatePlanning #LegacyPlanning #UpdateYourPlan

When was the last time you reviewed your estate plan? Jeffrey Rolison and Margaret Sjostedt's story highlights the importance of keeping your plans current. After 30 years, an old beneficiary form from 1993 could leave Margaret's $750K savings to her ex-spouse, jeopardizing her intended legacy. Life is unpredictable: marriages, divorces, and other significant events can change your intentions. Regular updates with a financial advisor can prevent misunderstandings and ensure your assets are distributed according to your wishes. Read their full story here: https://on.wsj.com/3VmkLYg Invested in Improving Lives #EstatePlanning #LegacyPlanning #UpdateYourPlan

Divorce can bring uncertainty, especially when it comes to finances. But it's also an opportunity for a fresh start. Let's make sense of your money and create a roadmap for your financial future. #yyc #calgary #retirementplanning #financialplanning #crescowealthmanagement

Check out my 5 questions that I recommend you ask your partner, BEFORE you get married!