Dossier
financial goals
Coverage of financial goals 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.
- Ask a Banker | Choosing the best credit card for you
The article discusses how credit cards vary, and the optimal choice depends on individual spending habits and financial goals.