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Marriage and money

Learn how you can budget, save for the future, and successfully manage your finances together. Whether you're newlyweds or celebrating 25 years together, the information in these articles is sure to help you plan better - together.
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Marriage and Money

Married filing taxes jointly vs. separately

Are you worried about financial security in your retirement? How does a regular monthly income sound? That's where income annuities come in. Here's how to build an income annuity that works for you.

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Marriage and Money

Gross income vs. adjusted gross income

Knowing what you earn before taxes and deductions is an important figure to be familiar with, but it is also important to know what that number is after taxes and deductions.

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Marriage and Money

Finances for couples

Marriage and money can bring about some stress. Avoid some financial traps to maintain a healthy financial relationship.

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Marriage and Money

Gig workers and taxes

Working for yourself is a great feeling, but figuring out how much you owe in taxes can be tricky.

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Marriage and Money

5 common financial mistakes newlyweds make

Once you are married, approaching money management and financial goals as a team is crucial to achieving them. Finances affect other aspects of your new life together.

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Marriage and Money

Preparing for life's awkward moments

Life gets awkward. We've all been there and it's impossible to avoid. While we can't spare you from all of it, we can help you plan for some of life's curveballs.

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Marriage and Money

Pros and cons of a spousal cosign on a loan

Using a spouse as cosigner on a loan or credit card can bring about some unwanted financial challenges. Learn more about the pros and cons.

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