CLICK HERE FOR A PRINTABLE PDF VERSION OF THE HOLIDAY NEWSLETTER To our dear clients, our friends, our family: Another year, another year-end (very non-financial) letter. Many of you may be sick of hearing from me. I had been writing about four large-scale missives per year, including an annual economic outlook. I traded those in for a weekly column that I write for the BerkshireEdge.com, called “Capital Ideas,” and a bi-monthly column for the Berkshire Eagle, called “Mind Your Business.” “Capital Ideas” is about all the things that touch your money – investments, the economy, politics, financial planning. “Mind Your…
Insights & Advice
General Interest
Don’t let romance blind you to the financial downside of living together
Unmarried couples need as much, if not more, financial and estate planning than those who are married. Without it, one or both partners may lose everything they have committed to the relationship. Here is a primer on what steps you should take. Over 6.7 million unmarried couples are cohabitating in America at last count. Over 90% of them are heterosexual, in case you’re wondering. As such, these couples, regardless of sexual orientation or length of the relationship, are considered and classified as unrelated individuals in the eyes of the law. And the rights of unmarried couples are different depending on…