From Financially Speaking to Financially Peaking
 

Contact Samantha
203.817.0688
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For LOVE, talk MONEY.

To quote my father - "there is nothing sexy about sharing a bathroom, Samantha". This is basically my dad's only real relationship advice he will share and he shares it with whoever will listen. As I have gotten older, I understand this more and more. Relationships are great, but there are many practical things about day to day life that are not nearly as fun as the fun stuff! Vacations, parties and gifts are great, but what do you do the other 90% of the time? You simply LIVE.

In good times and bad, all people (relationships or not) need practical financial skills to thrive. And when ME becomes WE (and eventually US if kids come along), things get complicated and your financial lives become more intertwined. The more you are on the same page with your partner in crime the better. One partner can't simply turn a blind eye to money and let the other manage it (we ALL know someone who knows someone who did not have this situation work out! It rarely does.).

So, as the winter is here (in CT!) and the holidays are over and things have calmed down, use this month to have "the talk" with your partner. Single?  great!  Have a financial talk with yourself. 

The important thing is to get on the same page!!

Links I Love - Love and Money

Fact I love - According to TD Bank's Second Annual Love & Money Survey, couples of all ages are happier when they talk about money.
S.O.S. (Square One Samantha)

Homework - Work with your partner (or yourself!) on the following - 
  • Organize yourselves - What are my/our current debts? Mortgage, Credit Cards, Student Loans, etc?  
  • Set a goal - What can I/we seek to significantly pay down/ pay off this year?
  • Make a plan - What am I/we willing to do to meet this goal?  Do I/we cut something out of spending or seek to earn more?
The best question I got this month - Am I on the hook for the debts of a loved one? 
Square One Services

Personal Finance Classes
  • Middle & High School, College and Beyond!
  • After School Programs
  • Community Organizations
  • Businesses
  • Parent Education Seminars

Email Samantha for more information or call 203.817.0688
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