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Family Financial Planners Lake Worth FL

This page provides useful content and local businesses that can help with your search for Family Financial Planners. You will find helpful, informative articles about Family Financial Planners, including "Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Lake Worth, FL that will answer all of your questions about Family Financial Planners.

Dale Walters
Keats, Connelly and Associates, LLC
(561) 569-7401
1880 N. Congress Avenue, Suite 302
Boynton Beach, FL
Expertises
High Net Worth Client Needs, Estate & Generational Planning Issues, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS

Michael Pilato
Quantum Financial Advisors, Inc.
(561) 350-1632
2407 Quantum Blvd.
Boynton Beach, FL
Expertises
Hourly Financial Planning Services, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Penny Marlin
Marlin Financial
(561) 381-0867
13129 Aliso Beach Drive
Delray Beach, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Brian Rezny
Rezny Wealth Management, Ltd.
(800) 618-8577
2385 NW Executive Center Dr.
Boca Raton, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

John Carrig
Gold Coast Financial Planning
(561) 750-6759
555 S. Federal Highway, Suite 210
Boca Raton, FL
Expertises
Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Advising Employee Benefit Plan Participants, Planning Concerns for Corporate Executives, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Robert Keats
Keats, Connelly and Associates, LLC
(561) 569-7401
1880 N. Congress Avenue, Suite 302
Boynton Beach, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Financial Issues Between Generations, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MSFS

Patrick Horan
Horan Capital Management, LLC
(561) 350-1410
6111 Via Venetia N
Delray Beach, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Michael Koenig
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Elayne Pisarik
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Daniel Brownsberger
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CIMA

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting

Provided By: 

Finance

Marital Bli$$: Eight Money Management Tips to Help You Stop the Fighting and Start the Uniting
By Eric Tyson, MBA 
Email
Jul 9, 2010, 17:53

   

Your W-2s have arrived and with them comes the annual marital tension. The two of you made a decent income in 2007 but, once again, there's little to show for it. If you're the "saver" in the marriage, you're glowering at your new-car-buying, Starbucks-swilling, iTunes downloading spouse. If you're the "spendthrift," you're deflecting her righteous indignation with a defensive "What? I'm not allowed to have any fun?"

Yes, this time of year is always rife with money conflicts and regrets-but financial counselor Eric Tyson says it doesn't have to be this way.

"Why not make this the year that you have a frank discussion about the money issues in your marriage?" suggests Tyson, author of the new book Let's Get Real About Money! Profit from the Habits of the Best Personal Finance Managers (FT Press, December 2007, ISBN-10: 0-1323416-1-1, ISBN-13: 978-0-1323416-1-5, $19.99). "For most couples, those insufficient funds are often a result of poor communication skills and other personal problems that result in difficulty handling money. If you don't address these issues head-on, you'll never get a handle on your money."

One problem that plagues modern day marriages is a tendency for the two individuals within a married couple to give in to "me" thinking instead of buying into the "we" thinking that should come when you join your life with someone else's. This phenomenon can lead to selfish overspending practices or, on the other end of the spectrum, secret money stashing.

"I've been surprised over the years by how many people have stashes of money hidden from their spouses," notes Tyson. "Stashing money isn't any healthier than regularly blowing your paycheck and leaving your spouse to pay all the bills. Likewise, if both of you have the same unhealthy spending patterns-say, spending every dollar or hoarding every dollar-you're headed for trouble and unhappiness. Finding financial stability within a marriage is all about balance."

The old cliché is true. While opportunities for conflict abound in marriage, from child rearing to sex to recapping the toothpaste, money issues can set off some of the largest fireworks (and produce plenty of smoldering hot spots just under the surface). Here's Tyson's advice that will help solve your money problems now:

Start talking about money now. Most people are raised to believe that it's impolite and inappropriate to discuss money with others, and are taught that it's a private, personal, and confidential matter. The result is that most couples never seriously talk about money. While dating, they are in denial about the importance of all things financial, even though it's a huge issue looming on the horizon.

"If you avoided talking about money while you were dating-and chances are you did-don't kee...

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