Finance Tip

Talk with your significant other about money.  I know, it may seem awkward and stressful, but the more you can talk about money with him/her, the easier it becomes!  I believe the more open you are about money, the more you can truly become partners when working on your personal and financial goals. Since money can be a very overwhelming topic, try to start by learning about each other’s financial history. Here are a few questions to start with:

  • What are your earliest money memories?
  • What did your parents teach you about money?
  • How have these things shaped the way you view money today?

The answers to these questions help shape how we make decisions, so by understanding where your significant other comes from financially, you can learn how to communicate more effectively with one another.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This post was contributed by Brittney Castro, CFP® professional and creator of   Brittney Castro is not affiliated with Brittney A. Castro is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. California Insurance License #0F3389.

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