Effective Strategies for Financial Communication: A Guide to Financial Conversations for Couples
Discussing finances with your romantic partner is important for the health of your relationship and your bank account, but many couples aren’t having those important conversations. A 2023 survey by Empower reveals that just 54% of individuals discuss their finances with their romantic partners. Continue reading to learn how to talk money with your partner…
By Scott Little
January 17, 2024
I broke up with their advisor for them
My clients came to me looking for help. They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…
By Scott Little
July 18, 2023
Firm VP: Save, invest, protect during good times and bad
Real Money: Straight-up Answers with Berkshire Money Management DALTON — When you put your money into the hands of a financial adviser, you don’t want a workweek warrior, someone who punches in at 9 and out at 5, only caring about their boat upgrade or catching the next happy hour (both on your dime). You…
By Scott Little
July 6, 2020
I really do know my customers
Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her. We verify some personal information, but she’s in some kind of train or subway station and it’s too loud. She says she’ll call…
By Scott Little
June 11, 2019
