Couples and Money

Effective financial communication is important for a healthy relationship. This video shares four steps to more productive money talks.

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How to communicate better with my spouse about money

Making sure both our financial needs are met

Protecting my spouse financially

explore your life stages and events

Explore key stages and events in your life, such as marriage, parenthood, empty nesting, retirement, grandparenthood, and caregiving with a 15-20 minute questionnaire. You will receive a personalized Life Stage Profile and Road Map to help you navigate life's financial opportunities and challenges.

references

This publication is designed to provide general information and is for discussion purposes only. The effectiveness of any strategy is dependent upon each individual’s facts and circumstances. This article does not provide legal, tax or account advice. Because of the possibility of human or mechanical error, the accuracy, adequacy, completeness or availability of any information is not guaranteed.