Eileen Carrero photo

Eileen M. Carrero, CPA

Financial Advisor, CPA


Eileen Carrero Financial Services, LLC

Wealth Management, Tax & Accounting

4917 West 144th Place

Midlothian, IL 60445


Phone:  708-489-1035

Fax:      708-489-1036


Email: eileen.carrero@ceterafs.com

Website: www.myecfs.com

March/April 2024

A Financial Checklist for Couples

Closeup portrait of adult couple sitting on floor at their apartment and planning renovation of their new apartment while resting during housework

Working together to create a healthy financial picture should be a priority for couples. Here are a few ways to get started.

Tackle your debt.
Getting debt under control can improve your finances. Eliminate credit card balances and pay off high-interest loans to have money to save toward your goals. But not all debt is bad. Debt that you take on to improve your life, such as a mortgage, education loan or business loan, is typically considered good debt.

Define your goals.
You may have short-term goals, such as saving for a car or vacation, mid-term goals like college savings, and long-term goals like retirement.

Assess insurance needs.
If you have a family or plan to, life insurance should be on your list. Consider adding health and long-term care insurance to your list as well.


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