Manage $ With Your Partner

The person you spend your life with will matter much more to your financial security, and ultimately to how wealthy you become, than anything any financial advisor can do for you.

Make time to sit down together and discuss your financial plan

Coming to terms with different money philosophies View resource

Learn how to manage money together: View resource

Step-by-step goal setting

Follow these 8 steps to goal setting with your partner: View resource

Begin saving toward your goals

Use the Saving for Goals calculator View resource

Create an Easy Spending Plan

Use this worksheet to get started View resource

Develop a His, Hers, Ours system

To Whether you're newly married or years into your marriage, follow these 8 steps to setting up a system that works for you View resource

Review your beneficiaries

Make sure your beneficiaries are up to date

Make sure you are covered with the right insurances

Visit this site to begin View resource

Create an Estate Plan

Determine the differences between a will and a trust at View resource

Set a money date

Read about fun ways to manage money together View resource

Have a money meeting agenda ready

Use money and goal tracking sites like www.Mint.com and www.Yodlee.com to set the discussion for regular money meetings with your significant other View resource