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Wealth Planning

Couples with money: How to be open and honest about finances


 

Being in a committed relationship can change how you spend, save, invest and set priorities. But financial compatibility between two partners, whether married or not, is rarely achieved without exploring what money means to each of you and regularly revisiting that conversation as life evolves.

A critical first step is to agree to have honest discussions about how your experiences in the past may have shaped how you think and feel about money. Making your personal finances—past, present and future—an ongoing part of your life together can help you weather disagreements about money (which often represent deeper divisions over issues relating to values, respect or identity).

Use the questions below as conversation starters to help set the stage for aligning your values and financial decisions at any stage of your relationship.

 






1.Provisions in a revocable trust can be altered or canceled by the originator/grantor of the trust, who will receive any income earned by the trust during their lifetime. At their death, trust property will transfer to the trust’s beneficiaries.  

 

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Investment trends may not materialize. Sustainable Investing and investment return are not always aligned, and may lose value.


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