Financial Planning Checklist for Same-Sex Couples

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A good, well researched article. But, Susan, please, please, please acknowledge that money is the hardest thing for most couples to talk about. It may be very practical for them to sit down and talk about insurance and retirement and savings, but if they're afraid to talk about money, or just don't talk about money, it won't happen. How do you get couples to feel good having that conversation, of starting to talk about their finances? One thing I've seen that really works (both for couples and for accountants, lawyers, financial planners, etc.) is Money Habitudes cards (www.moneyhabitudes.com). It's a really fun, easy way for coupes to break the ice, have the conversation and feel good talking about their finances.

Jon of NJ 12:55PM May 09, 2012

Well, for those that want to live within their budget and keep track of their spending there is Purchases Tracker, an iPhone app by Suburbia Apps, is a great way to keep track of spending. A great tool for “Road Warrior" to those on a tight budget. Also, you’ll never a need to look for your receipt again; if you have your iPhone then you have your receipt!

RicBSr of CT 11:43AM May 07, 2012