By

Daniel Frick CFP®, CFA®
If you’re married or cohabitating, at some point you must decide how to manage you and your partner’s joint finances.  There are multiple ways to successfully manage joint finances, so you both must decide which money management style works best for both parties. Using one of these three methods of jointly managing finances is easy...
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A CFP® certificant is an individual who has successfully completed the initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc. (CFP Board). CFP® practitioners voluntarily submit to the certification requirements in order to demonstrate their competence and expertise as a financial planner. Anyone may call themselves a financial planner,...
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