Date : July 9, 2019
Category : Retirement Savings
By Stewart Darrell, CFA
Over the years, we’ve helped many couples plan for and transition into retirement. A key to success during this critical time is enhancing financial compatibility before one or both step away from their professional lives.
We recommend establishing regular, on-going discussions about financial realities and aspirations, as individuals and as a couple. Some dedicate several “dates nights” per year to this exercise, while others hold periodic “couples retreats”, even if it just entails staying overnight at the inn down the street. Looking for a few conversation starters? Try these topics¹:
While these topics are often just primers for conversations between spouses, contact us to engage in a deeper dialogue and intentional process to ensure you are prepared for retirement as a couple.
1. Eisenberg, Richard. “How Couples Screw Up Retirement Planning.” Forbes, 4 September 2016. https://www.forbes.com/sites/nextavenue/2016/09/04/how-couples-screw-up-retirement-planning/#3abf21a97ef6
2. Stephens, Craig. “A Couple’s Guide to Retirement Planning.” U.S. News & World Report, 8 December 2017. https://money.usnews.com/money/blogs/on-retirement/articles/2017-12-08/a-couples-guide-to-retirement-planning