February 27, 2014: Cheryl Sherrard, CFP(R) quoted in Credit.com’s blog about discussing finances before marriage. An excerpt from the post is below and the full article can be read here.
It helps to set aside time to sit down and go over the whole financial picture. Cheryl Sherrard of Clearview Wealth Management in Charlotte, N.C., listed in an email some discussion topics for couples considering marriage:
The assets and debts each person brings to the table
Personal spending habits
Spending limits — for instance, discuss any purchases more than $100.
Joint or separate accounts
How to share or split up living expenses
Attitude toward debt