Have you ever looked at your significant other during a discussion about finances and wondered, “Seriously, where did you get that idea?”
When it comes to money — especially retirement — two people can see the same situation very differently. One may prioritize security and predictability, while the other is more comfortable with risk. Those differences don’t always align with gender, but they can create stress.
The key is ensuring both partners have a voice in their financial plan. Even when one person is more accustomed to managing day-to-day details, major financial decisions should be a shared responsibility. Both partners should also know where to find important financial and estate documents, account information and passwords, and who to contact if something unexpected happens.
Together, we have more than 40 years of experience as a Certified Financial Planner™ and Financial Advisor — and we know the best decisions result when both perspectives are heard. The foundation of our business as The Finance Couple™ is offering clients two distinct viewpoints focused on one goal: helping you plan, adjust and achieve yours.
Visit TheFinanceCouple.com to learn more.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
