How to Merge Your Money for Marriage
An Engaged Couple’s and Newlywed’s Guide to Successfully Managing Money in Your Marriage

by Jack D. Stevison, Jr., CFP®

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Table of Contents
About the Author
iv
Purpose of the Book
v
  Objectives
viii
Table of Contents
ix
Money, the Stress Inducer
1
Spenders and Savers
5
  The Tug of War Between Now and Later
5
  Scenarios and Questions for Discussion
16
Budgeting
21
  Positive or Negative Cash Flow
21
  Fail to Plan; Plan to Fail
25
  How to Prepare a Budget
25
  The Comparison Begins
27
  Managing the Budget, or Who Pays the Bills?
33
  Permission or Disclosure
37
Your Credit Score
39
  Every Move You Make is Scored
39
  Ah, but There’s Good News.
43
  The Conversation
48
  Credit Recommendations
51
Debt
55
  The Biggest House or the Best House
55
  We Threw Out the Old Rule Book
59
  The New Rules
61
  The Sleepless Scenario
62
  Renting versus Owning
67
  How to Buy the Right Sized Mortgage
71
Managing Risk
81
  Bad Things Only Happen to Others
81
  Possibility or Probability of Loss
82
  Your Money or Your Life
89
Planning Ahead
95
  Who Knew We’d Live This Long?
95
  Working Together Toward Common Goals
101
  How to Build a Financial Foundation
105
  Wrap up
114
Appendix
115
  Sample Budget
115
  Sample Net Worth
116
  Resources
117
Bibliography
118
Index
119

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Jack D. Stevison, Jr., CFP®
3416 Celena Circle
Saint Cloud, FL 34769
407-891-7526
jack@jackstevison.com