Marotta Asset Management, Inc.
Financial Planning in Marriage

Couples who are just starting our in marriage can gain a life of harmony and financial bliss by following a few simple rules. Here is a collection of required reading for newly weds and engaged couples.

List of Related Articles    Sort by    Latest  |   Earliest  |   Most Viewed  |   Most Popular

  1. Budgeting Part 1: Creating a family budget (2005-03-21)
    Spending less than you earn is the essential foundation that creates the capital for investing and wealth building. Following the simple advice in this series of articles on budgeting will help you create the wealth necessary to benefit from professional fee-only asset management.

  2. Squirrel Away Money While You Can (2005-09-12)
    In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth -- you have to "squirrel" away some nuts during times of plenty so you can survive during times of scarcity.

  3. Financial Harmony in Marriage (2007-05-21)
    Money problems can ruin the love affair with your spouse. The work of blending two lives in harmony requires certain basic commitments. Even a financial planner can't help unless the couple is willing to make five simple commitments.

  4. Portfolio Allocation: Risk - Return Mix (2007-03-26)
    Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). Decisions made at this level are the most important in determining how well-behaved your portfolio returns will be.

  5. Budgeting Part 2: Living on a family budget (2005-03-28)
    Dieting is difficult when the rest of the family is still feasting. Living on a budget without the help of your family is impossible.

  6. Seven Financial Rules for Marital Bliss (2006-06-12)
    An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances together can bring a couple closer. Here are seven principles of how you can build wealth and your marriage.

  7. Budgeting Part 3: Reduce Your Spending (2005-04-04)
    If you need more money to makes ends meet, you can earn more or spend less. Both take work, but making a game out of the latter can reap more rewards than Monopoly. Let’s roll the dice and get started. You’ll be amazed at how much money you can save.

  8. Retirement Wisdom Part 2 - Automate Your Saving (2004-11-01)
    The most successful way to save it is to automate your saving plan. Saved money makes money. And saved money making more money can make the differece between upper middle class and struggling middle class. Automate your savings, and you will automate growing richer.

  9. How to Double Your Retirement (2005-12-26)
    Every six years you delay saving and investing you cut in half the lifestyle you will have in retirement. You owe it to yourself and your family to make certain that your financial New Year’s Resolution are kept this year. Here are ways to save and to invest that are simple and specific enough to keep.

  10. Slow and Steady Wins The Race (2003-09-22)
    Financial lessons from a snapping turtle.

  11. The Five Most Important Documents to Have (2002-09-06)
    Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.

  12. Family Budgeting (2002-05-29)
    Spending less than you earn is the foundation that creates the capital for investing and wealth building.


You can visit http://emarotta.com/mailman/listinfo/moneyadvice to sign-up for our weekly email newsletter, "Marotta On Money". This subscription is a valuable educational tool, and it is absolutely free! Each week we send out timely reminders of the annual actions recommended to monitor your finances for long term investing. You may unsubscribe at any time, so don't hesitate to try your free subscription today!


Featured column

Budgeting Part 1: Creating a family budget (2005-03-21)

Spending less than you earn is the essential foundation that creates the capital for investing and wealth building. Following the simple advice in this series of articles on budgeting will help you create the wealth necessary to benefit from professional fee-only asset management.

Our goal is to
help our clients
meet theirs.

<-- Back  |   Home  |   Planners  |   Family  |   Work  |   Home/Auto  |   Life Events  |   Investing  |   Politics  |   Our Firm  |   Contact Us
Budget  |   College  |   Death  |   Education  |   Family  |   Gifting  |   Home  |   Insurance  |   Loans & Debt  |   Medical  |   Savings  |  
Layout, Design, and Content © 2004, Megan Marotta of Marotta Asset Management, Inc.
Site Map  |   Legal Information.