Broker Check

Spring into financial transparency

January 26, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and finances. Something about the Spring causes us to look to the future, which can sometimes mean assessing any less-than-ideal financial behaviors.

A recent poll from the National Endowment for Financial Education shows that 43% of adults with combined finances who are also in a relationship admitted to committing an act of financial deception.

Sure, discussing money with one's partner can be awkward, but imagine those discussions after you make that larger-than-usual purchase. It doesn't exactly put a spring in your step, does it?

We can help. Whether it's discussing a future (or past) purchase with your partner or loved one or helping you pursue your financial goals, please don't hesitate to reach out. We're always here to help you navigate the complexities of personal finance.