Financial Strategies for Couples 

In addition to day-to-day money management strategies, couples should also make “strategic” planning a priority. In this video, our experts discuss “defensive” strategies such as emergency funds, protection plans, and the key documents you need to update.  Then we turn our attention to “offensive” plans that include your mid- and long-term savings and investment goals.  To learn more about financial strategies for couples, watch the entire Marriage and Money: 3 Steps for Building Your Future Together webcast.

Related Videos

assess your situation
Talk openly about what you have and what you owe.
a shared financial vision
Setting financial goals as a couple.
savings and accumulation strategies
How to approach your mid- and long-term goals.
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