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☆ 3 steps for combining finances with your partner: 'It can be scary, but there are things you should know'
  + stars: | 2023-08-14 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +3 min
Maybe, but it also means you're entering a level in your relationship where you're at least partially combining finances with your partner. Level 1: Get to know your partner's money habitsYou don't need to ask a prospective partner to furnish their credit report on the first date. But as things are warming up, it's important to begin learning about the other person's financial picture, Meade says. "It can be scary, but there are some things you should probably know." "If you know you have the core covered and you have X amount to spend that month, it can really help."
Persons: Zers, Kendall Meade, it's, you've, Meade, Frank Summers Organizations: Psychology, Cetera Advisors
☆ 40% of millennials and Gen Zers think marriage is outdated—but 'it's important to be realistic' about the financial benefits, says CFP
  + stars: | 2023-08-11 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +7 min
After all, 85% of respondents in the same survey say you don't need marriage to have a fulfilled and committed relationship. "Marriage brings about 1,200 rules, tweaks and changes to how people are treated compared to unmarried people," he says. Getting married comes with tax benefits that unmarried couples don't enjoy. In the case of death or incapacitation, unmarried couples (especially those in the LGBTQ community) could have the legitimacy of their relationship questioned by family members. CHECK OUT: The ‘most successful’ relationships follow these 8 rules, say psychology experts who studied couples for 50 years
Persons: Frank Summers, Gen Zers, Summers, you'll, Couples, Kendall Meade, haven't, you've, you'd, Warren Buffett Organizations: Cetera Advisors, Psychology, SoFi, Social Security
☆ These 3 unique challenges have an 'overarching effect' on LGBTQ people's finances
  + stars: | 2023-06-30 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +5 min
The challenges unique to the queer community are present year-round. "David and I like to say that 80% of personal finance is the same for everybody. That's the finance in personal finance," he says. "But the other 20%, which is the personal side of personal finance, is based on our backgrounds, our histories, our socioeconomic status, race, creed, segmentation, all of that." Here are three unique financial challenges queer people face, and how LGBTQ-focused financial planners say they can overcome them.
Persons: John Schneider, David Auten, David, Schneider, Laura LaTourette, Frank Summers, Summers, Catherine Valega Organizations: Human, D.C, Family Wealth Management, Cetera Advisors, CFP, Green Bee Locations: San Francisco , New York, Chicago, Dahlonega , Georgia, Charlotte , North Carolina, Winchester , Massachusetts
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