Dossier
cash management
Coverage of cash management in the Nexus archive.
- 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.