Love and Money

Lending money to loved ones

How to Lend Money to Loved Ones Without Wrecking Your Relationships

by Sophia Bera February 22, 2017

Here’s a question that can negatively affect your relationship with a friend, relative, or significant other for years to come: Can I borrow some money? When someone you care about needs financial help, you don’t want to leave them in the lurch. After all, these are the people you’d turn to in a crisis — […]

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How to Talk About Money With Your Significant Other

by Sophia Bera February 15, 2017

When you’re dating someone, there are some conversation topics that are tough to bring up — and I’m not talking about how your last relationship ended! I’m talking about money. We’re taught from a young age that it’s rude to discuss money, and when you’re on your best behavior around a new romantic prospect, it’s […]

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Couples and money

How to Combine Your Finances as a Couple: Real-Life Advice I Give My Clients

by Sophia Bera February 8, 2017

If you’ve built up savings and  investments while single, it can be tough to shift your mindset from “me” to “we” when you meet someone you want to be with for the long haul. I answer a lot of client questions about merging finances and setting joint money goals — while still leaving each half […]

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