Financial Success for Newlyweds
There's More to It Than Just the Money
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When Jim Bakun got married, he and his new wife were in love, thought they would live forever, and had pretty much nothing in their bank account. More than that, they had no real working knowledge of finances. Needless to say, they learned the hard way. Now, after more than thirty years as a professional financial counselor/advisor, including holding the coveted Certified Financial Planner (CFP®) designation, Bakun wants to offer everyone what he offers his clients: analysis and direction for every facet in money management, insurance, retirement, investments, taxes, and estate planning, incl...
When Jim Bakun got married, he and his new wife were in love, thought they would live forever, and had pretty much nothing in their bank account. More than that, they had no real working knowledge of finances. Needless to say, they learned the hard way. Now, after more than thirty years as a professional financial counselor/advisor, including holding the coveted Certified Financial Planner (CFP®) designation, Bakun wants to offer everyone what he offers his clients: analysis and direction for every facet in money management, insurance, retirement, investments, taxes, and estate planning, including, in many cases, a word on marriage and relationships too. Financial Success for Newlyweds: There's More to It Than Just the Money covers not just the mechanics of financial management and decision guidance but also the aesthetics of the Financial Management Couple-the management team that leads the business of family. Financial Success for Newlyweds brings together and addresses the inseparable and often overlooked bond-and changes-that affect marriages and family decisions.
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