• John Caserta

Money Dates

Romance and Finance: Why you should make time to discuss money with your significant other.

Setting up a money date means making time without the distractions of daily life to talk about the household finances including where you are and where you want to be financially.

What should you discuss?

-Where are you today?

-Where do you want to be tomorrow?

-How to be SMART with your goals

What should you avoid?

-Being judgmental

– Being accusatory

-Focusing on the past

What should you do to make the money date successful?

-Set aside a specific time without distractions

-Set a time limit and do something fun

– Assign tasks (who will prepare what)

-Avoid judgement

-Schedule your next money date and set goals to accomplish

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 187 Danbury Road, 2nd Floor, Wilton, CT 06897  (203) 966-2636. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Caserta & de Jongh, LLC is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

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