Financial Strategies for Couples
Smart financial strategies include both offensive and defensive tactics. Learn the offensive and defensive strategies necessary for a complete financial plan.
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.