Learn how to navigate the delicate topic of discussing your partner’s spending habits with empathy and understanding.
5 Essential Ingredients To Building Wealth As A Couple
Helping couples to build wealth is an essential process. There is mixed feelings and sometimes outright very uncomfortable feelings about wealth. They usually have a basis in history and past personal experiences with wealth and it’s many different representations.
How To Handle Financial Resentment In Your Intimate Relationship and Foster Financial Intimacy
When Financial Resentment Breaks Through Sitting in a parking lot on vacation with tears in my wife’s eyes, the reality of financial resentment buildup comes pouring out. We are a couple like so many other couples. First and foremost, we are human. Second, we each have a personal history with money and its many meanings. Yes, I am a Therapy-Informed …
How to Cut Your Social Security Taxes
June 2023 Kiplinger.com by Sandra Block Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Kiplinger.com. To read the article, please go to: https://www.kiplinger.com/retirement/how-to-cut-your-social-security-taxes An excerpt from the article is below: How to pay taxes on your benefits Once you determine that you’ll owe taxes on a portion of your Social Security benefits, …
Dollar Scholar Asks: What’s ‘In’ and ‘Out’ for Your Money in 2023?
May 2023 Money.com by Julia Glum Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Money.com. To read the article, please go to: https://money.com/money-in-out-list-2023/?amp=true
If You Own Bonds, Consider Tax-Loss Harvesting This Year
December 26, 2022 Barron’s by Carleton English Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Barron’s. To read the article, please go to: https://www.barrons.com/amp/articles/bonds-tax-loss-harvesting-51671829408
Tax Moves to Make to Help Prepare for a Recession
March 10, 2023 USA Today by Kerri Anne Renzulli and Taylor Tepper Ann Reilley of Alpha Financial Advisors contributed to this article that appeared on USA Today. To read the article, please go to: https://www.usatoday.com/money/blueprint/taxes/tax-moves-recession/ Below is an excerpt from the article: Contribute to an HSA If you’re enrolled in a high-deductible health plan, open and contribute to …
How Childhood Trauma Can Impair Your Financial Well-Being
Making the connection between your childhood trauma and your adult financial well-being is an essential element of fostering financial intimacy in your life.
Making The Decision To Ask Your Partner For Financial Support
Talking to your partner about supporting you financially can be scary. However, there are several things that can make it much easier for the both of you.
How to Invest When Both the Stock Market and Bonds Are Falling
May 8, 2020 The Wall Street Journal by Anne Tergesen and Veronica Dagher Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal. To read the entire article, please go to: https://www.wsj.com/articles/how-to-invest-when-both-the-stock-market-and-bonds-are-falling-11651589716