6 Financial Questions You Should Ask Your Partner Before Saying I Do

CREATED BY MARC FIRESTONE

B E F O R E Y O U C O M M I T T O

F O R E V E R W I T H Y O U R PA R T N E R , I T

I S E X T R E M E LY I M P O RTA N T T H A T

Y O U F I R S T D I S C U S S S O M E S T R AT E G Y F O R H O W Y O U P L A N

T O M A K E F I N A N C I A L

D E C I S I O N S . T H E F I N A N C I A L

D E C I S I O N S T H A T C O U P L E S M A K E I N T H E E A R LY Y E A R S T O G E T H E R H A V E A H U G E I M PA C T O N

T H E I R F U T U R E I N C O M E .

Everyone’s situation is unique, but it all comes back to one simple principle — the earlier you have the conversations about money and

the sooner you take action on that discussion, the better off you’ll be.

Couples should understand they are likely to run into disagreement about one or more aspects of

finance, but what matters most is how they handle it.

H E R E I S A L I S T O F Q U E S T I O N S T O G E T T H E C O N V E R S AT I O N S TA RT E D , C L I C K H E R E F O R M O R E :

1. In case of an emergency, do you know where your financial and legal documents are?

2. How confident are you in taking full responsibility for your retirement savings

strategy?

3. Everyone pictures retirement differently. What does yours look like?

4. You just received a large tax refund. What are you most likely to do with it?

5. Who manages your day-to-day household finances (paying bills, deposits, budgets, etc.)?

6.When it comes to investing for your retirement, who takes the lead?

H A L F O F Y O U R S T R E S S C A N B E E L I M I N AT E D J U S T B Y M A K I N G S U R E T H AT Y O U A N D Y O U R F U T U R E S P O U S E A R E O N T H E S A M E PA G E W H E N

I T C O M E S T O Y O U R F I N A N C E S . Y O U D O N ’ T H AV E T O A G R E E O N E V E RY T H I N G . B U T Y O U WA N T T O M A K E S U R E Y O U S H A R E S I M I L A R

V I E W P O I N T S W H E N I T C O M E S T O M A N A G I N G D E B T , B U D G E T I N G A N D Y O U R F U T U R E G O A L S .

A S H A R E D F I N A N C I A L V I S I O N C A N G O A L O N G WAY T O WA R D E N S U R I N G Y O U B O T H

L I V E Y O U R H A P P I LY E V E R A F T E R !