BURLINGTON — Remus Preda of People’s United Bank recently received his certified financial planner designation. As a certified financial planner, Preda will serve individuals, families and nonprofit organizations for People’s United Bank in southern Vermont. He will also work with local businesses and organizations to design and administer retirement plans.
Flowers … chocolate … 401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the best of relationships, discussing money and finances can send two people running in opposite directions. Yet, establishing the habit of scheduling an annual financial date night nurtures your long-term relationship and future together.
Your annual physical checkup and health screenings are scheduled. Your dental checkups, and perhaps those for your spouse and children, are on your calendar or smartphone. Yet many people fail to schedule time for a regular financial-health checkup.