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Craig Bolanos, Founding Partner and CEO of Wealth Management Group

Wealth Management Group

1605 Colonial Parkway, Inverness

+

2001 Butterfield Rd., Downers Grove

(847) 907-9600

http://www.InvestWithWMG.com

Tips:

How to Prepare for a Money Date

Jot down your debts

Jot down your income and savings

Think about your money history

Find a private place to talk

Be open; reserve judgement

Address any immediate money needs first

6 Financial Topics to Cover on a Money Date

Splitting expenses

Joint accounts

Emergency planning

Renting or buying

Childcare and aging relatives

Retiring as a couple