Customer Reviews

The Newlyweds' Guide to Investing & Personal Finance

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I'm single, but I am interested in finance. I'm also trying to decide if the grass is greener as a married female rather than as an unattached 30-something. Money is at the root of many marital problems.

I found this book to be very informative - for singles and couples. This is not a "relationship" book. It is not touchy feely. It's not a book that talks about the "holiness" of marriage. It's not a how-to-get-rich-quickly book nor a book for the rich. It's just a well written, easy-to-read book about budgeting (including for taxes) and working with a partner to make good financial planning. I've made copies of a couple of the charts and lists in this book because they're very useful for filling in.

Sections I liked in this book were: 1) creating a realistic budget, particularly the chart and how it accounts for two incomes, two sets of expenses and taxes, etc., 2) working out how many accounts (chequing, savings, etc.) a couple may need, who will pay the bills, and from what account the money will come from, 3) getting tax slips and insurance papers in order, 4) maximizing health benefits when both partners work, and 5) financial do's and don'ts concerning cohabitation.

I have decided to make this book the present I will give to couples for weddings and engagement parties. It might even save some couples from major relationship problems later on.

I know reading my copy will make me approach any marriage proposal with more realistic expectations about compatibility.

Collaboratively written by certified financial planner Carrie Coghill Martin (President, D.B. Root & Company) and Evan M. Pattak (writer, publicist, television personality, and Editor of "Executive Report"), The Newlyweds' Guide To Investing & Personal Finance is a solid, practical, dependable, "user friendly" primer for new couples looking to wisely apply and invest their money for the future. From joint checking accounts to daily budgeting, insurance, tax returns, and preparing one's will, The Newlyweds' Guide To Investing & Personal Finance covers the whole gamut of financial responsibilities a couple faces together. Newlyweds of all financial experience levels will find this an enlightening and money-saving read.