Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple. |
| Συγγραφείς: |
Quamme, Ashley1 |
| Πηγή: |
Journal of Financial Planning. May2026, Vol. 39 Issue 5, p47-51. 5p. |
| Θεματικοί όροι: |
*Financial planning, *Client relations, *Behavioral economics, *Net worth, Well-being, Financial disclosure laws |
| Περίληψη: |
The article focuses on the importance of premarital financial planning, emphasizing that financial planners should address both technical and relational aspects when working with engaged couples. It highlights that premarital couples are in a unique transitional phase where money beliefs formed in childhood—referred to as "money scripts"—still influence their financial behaviors and communication. Key technical priorities include debt transparency, decisions about combining finances, beneficiary updates, insurance, and estate planning, while the relational track involves exploring financial values, roles, and communication patterns across five life domains. The article also discusses challenges when planners have an existing relationship with one partner, advising strategies to build trust with the new partner and clarifying the planner’s scope, including when to refer clients to therapists. Overall, premarital financial planning is presented as a preventive opportunity to foster long-term financial and relational health. [Extracted from the article] |
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| Βάση Δεδομένων: |
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