Managing Your Money As A Couple
When a couple comes together, it can be difficult to merge finances and co-manage your money. Today, Kevin Dick from KDI Wealth and Jon Gay walk through how to best manage your finances as a couple. We each bring our own life experiences to this dynamic, and communication is key. We give some real life examples of everything from televisions to vacations to even fast food. After communication comes prioritization. Have a conversation about what's really important. Get that emergency savings account going. And create a plan. That's where having a financial advisor comes in. They can look at your situation, objectively, and take the emotions out of the decision making process. Most advisors can manage your investments, but the best advisors understand your priorities, personalities, and what makes you tick. That's where Kevin and Carrie Dick, and the team that KDI wealth comes in. To contact KDI Wealth for help with YOUR retirement future: Call: (928) 474-4350. Or email Kevin: kevin@kdiwealth.com
From "Pivot With KDI Wealth"
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