Managing Your Finances as a Couple

“Money Can’t Buy Happiness” is an adage that some people live by and others ignore. But when it comes to your marriage, just talking about money goes a long way.

Speaking from their personal experiences, Yong Cheng and Chin Yu share key considerations and insider tips on how you can start discussing money with your partner as you both work to combine your finances in a way that is fair, transparent and sustainable.

For more related resources, check out:
1. Client Case Study: A Family With Two Doctors
2. Client Case Study: Pursuing A Work Optional Life
3. Client Case Study: When You Give Up Being A DIY Investor

We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.


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