Julie Jason: Understanding family finances through six ‘dates’

Last week, I talked about a wife’s concern that her husband wasn’t answering her questions about family finances. While a lack of communication on family finances is not unusual, there is a way to ignite interest and inspire confidence, and, more importantly, to secure the financial future of a wife who may someday become a widow. It involves a process that builds communication over a series of six “dates,” agreed-upon, one-hour meetings that are a break from the normal routine — a time to get ...

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