Financial Tips For Relationships Later In Life (Feb 22, 2018)

Entering a new romantic relationship at any age brings excitement, possibilities, and energy. It also entails considerations of compatibility on a multitude of levels, including financially.

Getting together on the same page about money is a key element of relationship success, but it’s especially important for relationships formed later in life, whether you’re simply looking for friendship or searching for a new soul mate. At this stage in life, you’re likely to be more personally and financially established, possibly with a family, your own home, or even a business. Blending a new partner into your life and into your finances requires thoughtfulness, open communication, and careful planning.

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Cash and Couples – The Six Cs of Success (Jan 26, 2017)

“Love and marriage, love and marriage, it goes together like a horse and carriage.”

What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do attract, and that includes opposing money styles.

To help ensure harmony at home, SageVest Wealth Management offers some guidance on how to improve your relationship with money and with your partner.

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Ten Relationship Tips For Working Women (Jan 18, 2017)

More than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in the past. This can create challenges in your personal relationships, especially as you accumulate independent wealth and become more engaged in financial decision-making for yourself and loved ones.

Whether you’re a working woman yourself, a supportive relative, or a friend of a professional woman, here are some tips on how to achieve relationship, family, and financial harmony in today’s new reality.

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Consider Before You Co-Habit (Oct 21, 2015)

Living together without the union of marriage is increasingly common, among both younger and older couples. For many, living blissfully without the complications of marriage, tax penalties and more is ideal. It certainly reduces life complexities in many ways. However, as with just about everything in life, there are pros and cons to consider.

Before you and your loved one decide to take the plunge and move in together, it’s important to discuss the financial fundamentals of cohabiting. SageVest Wealth Management’s own Jennifer Myers was recently quoted in an article from US News and World Report, addressing some of the money issues that non-married couples should consider: ‘Financial Mistakes Couples Make When They Move In Together‘.

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