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The Nexus
BUSINESSJul 16 · 22:49 UTCKSTP ABC MINNEAPOLISCory Knudsen

Having a money date to discuss finances

The article discusses the importance of couples regularly reviewing their finances through 'money dates.' It recommends monthly check-ins, quarterly deep dives, and annual reviews with a financial planner to track spending and align with financial goals. Nicole Middendorf, a wealth advisor, emphasizes the need for both partners to understand household finances to avoid surprises.

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Having a money date to discuss finances · The Nexus