One of you may be very committed to handling money and the other is less engaged, less connected. How do successful couples talk about money?
Understand what's going in the family finances. How much is being saved and how much has accumulated in the savings and investment accounts?
Participate- Actively engage in the discussion. Pay attention, ask questions, give your opinion. IT COUNTS and IT MATTERS so please SHARE it!
Objectives- If you are now participating make sure you agree with the goals that have been established. Communication is an imperfect medium. Even when you think you've been understood, we have biases that inadvertently influence our hearing. And on the topic of finance it's an already complicated subject. So patiently make your thoughts and views part of the future plan.
Learning- keep learning. New studies on how couples work even better together with their money, learn about interests that you have in finance of about money, get books or activities for your kids and learn as they learn.
Paper- where's the important paper kept? Where is account information, accountant, advisor, attorney contact information?
Stay active and engaged in the process of your money!
Citation:
https://guidance.fidelity.com/viewpoints/retirement-questions-for-couples
Marion R. Syversen, MBA - President
NorumbegaFinancial
207.862.2952
Marion@NorumbegaFinancial.com
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