Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial.   Provided by Marc Aarons   What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects […]

Major Risks to Family Wealth Protect your family assets for future generations. Provided by Marc Aarons   All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders, making classic […]

What are the keys to prepare to grow wealthy together?  Provided by Marc Aarons  When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some point, you will have […]

Delegating responsibilities to others may lead to problems down the road. Provided by Marc Aarons at Money Managers, Inc. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you […]

How separate (or intertwined) should your financial lives be? Provided by Marc Aarons @ (714) 887-8000  Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their relationships are just fine. Just as a marriage […]