Money Matters For Two

Money Matters For Two

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March 2025

Can I Open An IRA For My Spouse? The Spousal IRA Explained
A Spousal IRA is an individual retirement account that allows a working spouse to contribute to an IRA in the name of a non-working or lower-earning…
Estate Planning For A Newly Married Couple
Estate planning is something people usually think about when they are 70 years old.
Investment Planning For A Newly Married Couple
Investments are an important part of your financial plan.
Cash Flow Planning For A Newly Married Couple
When it comes to managing cash flow as a newly married couple, it is important to understand your goals, how you will track your cash flow & know where…
Retirement Planning For A Newly Married Couple
While retirement may be many years away, it is always a good idea to have retirement planning in the back of your mind.
Tax Diversification - The 3 Asset Location Buckets
You may have heard of diversification for investments, but did you know there is a such thing as diversification for different investment account types?
Tax Planning For A Newly Married Couple
Going from a single filer to a married filer changes a lot of things in terms of taxes.
Insurance Planning For A Newly Married Couple
Insurance protects you and your family from unforeseen events and provides a financial cushion.
Health Savings Account (HSA) For Newly Married Couples - What You Need To Know
The Health Savings Account (also known as the HSA) is an incredible financial tool that allows you to get some pretty awesome tax benefits to save for…
401(k) Contributions - How Much They Save You In Taxes
When it comes to investing into a Traditional 401(k), one of greatest benefits is the tax benefit you get when you make the contribution.
$300,000 is halfway to $1,000,000 (proven)
I know what you are thinking.
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